|
1
|
Bank of America
Charlotte,
North Carolina
|
$734M
|
+$20.3M
|
+403,361
|
+3%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$373M
|
-$46.9M
|
-934,971
|
-11%
|
|
|
3
|
|
$318M
|
-$23.5M
|
-467,902
|
-7%
|
|
|
4
|
|
$257M
|
-$8M
|
-159,300
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$222M
|
-$24.7M
|
-491,172
|
-10%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$211M
|
+$25.5M
|
+507,831
|
+14%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$193M
|
+$4.33M
|
+86,170
|
+2%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$169M
|
+$3.05M
|
+60,668
|
+2%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$133M
|
+$8.2M
|
+163,245
|
+7%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$132M
|
+$567K
|
+11,292
|
+0.4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$130M
|
+$35.3M
|
+703,770
|
+37%
|
|
|
12
|
Glenview Trust
Louisville,
Kentucky
|
$115M
|
-$18.4M
|
-366,920
|
-14%
|
|
|
13
|
Davenport & Co
Richmond,
Virginia
|
$101M
|
+$900K
|
+17,913
|
+0.9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$99.4M
|
-$11.1M
|
-221,317
|
-10%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$92.6M
|
+$24M
|
+478,218
|
+35%
|
|
|
16
|
Barings
Charlotte,
North Carolina
|
$77.6M
|
+$4.47M
|
+88,998
|
+6%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$49.8M
|
-$11.7M
|
-232,419
|
-19%
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$49.4M
|
+$3.58M
|
+71,381
|
+8%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$48.4M
|
-$10.7M
|
-213,224
|
-18%
|
|
|
20
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$45.4M
|
+$3.84M
|
+76,397
|
+9%
|
|
|
21
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$43.7M
|
+$1.02M
|
+20,267
|
+2%
|
|
|
22
|
|
$41.2M
|
+$14.5M
|
+288,645
|
+54%
|
|
|
23
|
Alpha Cubed Investments
Irvine,
California
|
$40.9M
|
+$520K
|
+10,357
|
+1%
|
|
|
24
|
CNO Financial Group
Carmel,
Indiana
|
$36.5M
|
–
|
–
|
–
|
|
|
25
|
Capital Advantage
Walnut Creek,
California
|
$35.8M
|
-$387K
|
-7,697
|
-1%
|
|
