|
1
|
Bank of America
Charlotte,
North Carolina
|
$539M
|
+$6.05M
|
+113,522
|
+1%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$205M
|
+$37.1M
|
+696,344
|
+20%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$142M
|
+$67M
|
+1,255,623
|
+79%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$82.9M
|
-$17.5M
|
-327,408
|
-16%
|
|
|
5
|
|
$76.1M
|
+$33.5M
|
+628,345
|
+70%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$63.1M
|
+$630K
|
+11,805
|
+0.9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.2M
|
+$5.36M
|
+100,440
|
+10%
|
|
|
8
|
|
$37M
|
-$1.33M
|
-24,876
|
-3%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$36.3M
|
+$1.31M
|
+24,521
|
+3%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$34.8M
|
+$27.8M
|
+521,945
|
+300%
|
|
|
11
|
TIAA FSB
Jacksonville,
Florida
|
$34.5M
|
+$1.28M
|
+23,962
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$27.3M
|
-$2.95M
|
-55,285
|
-9%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$23.1M
|
+$1.17M
|
+22,032
|
+5%
|
|
|
14
|
Avantax Planning Partners
Dubuque,
Iowa
|
$20.8M
|
+$931K
|
+17,454
|
+4%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.1M
|
+$1.59M
|
+29,721
|
+8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$18.9M
|
+$233K
|
+4,373
|
+1%
|
|
|
17
|
PFS Investments
Duluth,
Georgia
|
$18.3M
|
-$3.26M
|
-61,206
|
-14%
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$13.7M
|
+$196K
|
+3,673
|
+1%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.6M
|
+$640K
|
+12,009
|
+5%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$12.2M
|
+$1.99M
|
+37,301
|
+18%
|
|
|
21
|
Regions Financial Corp
Birmingham,
Alabama
|
$12.2M
|
+$1.87M
|
+35,141
|
+17%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.4M
|
+$1.55M
|
+28,986
|
+15%
|
|
|
23
|
Private Ocean
San Rafael,
California
|
$10.2M
|
-$2.9M
|
-54,340
|
-21%
|
|
|
24
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$9.22M
|
+$1.97M
|
+36,849
|
+25%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$8.54M
|
+$9.12M
|
+171,026
|
New
|
|
