|
1
|
Bank of America
Charlotte,
North Carolina
|
$465M
|
+$20.2M
|
+337,793
|
+5%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$134M
|
+$6.61M
|
+110,395
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$65.1M
|
-$3.76M
|
-62,773
|
-5%
|
|
|
4
|
|
$51.5M
|
+$5.15M
|
+86,005
|
+11%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$46.8M
|
+$1.36M
|
+22,640
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.1M
|
-$12.5M
|
-208,309
|
-22%
|
|
|
7
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$41.5M
|
-$7.62M
|
-127,265
|
-16%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.9M
|
-$8.42M
|
-140,594
|
-19%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$34.5M
|
-$992K
|
-16,564
|
-3%
|
|
|
10
|
Private Ocean
San Rafael,
California
|
$30.4M
|
-$7.89M
|
-131,694
|
-21%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$28.8M
|
-$22.2M
|
-371,162
|
-43%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$27.4M
|
+$1.13M
|
+18,863
|
+4%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$25.2M
|
+$25.3M
|
+421,826
|
New
|
|
|
14
|
|
$24.7M
|
+$24.7M
|
+412,739
|
New
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$20.4M
|
-$2.53M
|
-42,329
|
-11%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$16.4M
|
+$3.14M
|
+52,389
|
+24%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.9M
|
-$805K
|
-13,449
|
-5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$14.9M
|
-$229K
|
-3,832
|
-2%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.3M
|
+$7.9M
|
+131,888
|
+180%
|
|
|
20
|
|
$11.4M
|
-$7.99M
|
-133,372
|
-41%
|
|
|
21
|
PFS Investments
Duluth,
Georgia
|
$10.2M
|
-$14.1M
|
-235,914
|
-58%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$8.23M
|
-$2.72M
|
-45,472
|
-25%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.96M
|
-$90.9K
|
-1,518
|
-1%
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$6.92M
|
+$531K
|
+8,869
|
+8%
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$6.86M
|
+$723K
|
+12,067
|
+12%
|
|
