|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$700M
|
-$454M
|
-22,461,515
|
-37%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$482M
|
+$95.7M
|
+4,734,720
|
+22%
|
|
|
3
|
|
$366M
|
-$9.01M
|
-445,675
|
-2%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$352M
|
+$66.7M
|
+3,303,110
|
+21%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$251M
|
-$17M
|
-840,900
|
-6%
|
|
|
6
|
|
$233M
|
+$22.8M
|
+1,126,505
|
+10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$203M
|
-$3.24M
|
-160,170
|
-1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$185M
|
+$27.4M
|
+1,357,050
|
+15%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$165M
|
+$39.2M
|
+1,940,815
|
+27%
|
|
|
10
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$112M
|
+$29.6M
|
+1,465,280
|
+31%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$110M
|
+$462K
|
+22,860
|
+0.4%
|
|
|
12
|
Angeles Investment Advisors
Santa Monica,
California
|
$103M
|
-$105M
|
-5,199,250
|
-48%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$100M
|
-$157M
|
-7,770,740
|
-59%
|
|
|
14
|
Securian Asset Management
St Paul,
Minnesota
|
$93.5M
|
+$208K
|
+10,275
|
+0.2%
|
|
|
15
|
|
$85.8M
|
-$2.4M
|
-118,870
|
-2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84.9M
|
+$11.3M
|
+561,610
|
+14%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$82.3M
|
-$5.21M
|
-257,660
|
-5%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$77.1M
|
+$4.53M
|
+224,330
|
+6%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$70.7M
|
+$5.42M
|
+268,275
|
+7%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$68.7M
|
+$1.95M
|
+96,720
|
+3%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$64.2M
|
-$10.2M
|
-503,120
|
-13%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$60.8M
|
+$21M
|
+1,039,920
|
+45%
|
|
|
23
|
Allianz Asset Management
Munich,
Germany
|
$60M
|
-$25.5M
|
-1,262,700
|
-28%
|
|
|
24
|
Barings
Charlotte,
North Carolina
|
$57.2M
|
-$22.9M
|
-1,132,580
|
-27%
|
|
|
25
|
CVS Health
Woonsocket,
Rhode Island
|
$57M
|
–
|
–
|
–
|
|
