|
1
|
Bank of America
Charlotte,
North Carolina
|
$549M
|
-$62.1M
|
-1,203,390
|
-10%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$157M
|
+$25.3M
|
+490,339
|
+19%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123M
|
-$34.9M
|
-675,166
|
-22%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$83.3M
|
+$100K
|
+1,940
|
+0.1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.8M
|
+$1.81M
|
+35,074
|
+3%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$62.1M
|
+$4.54M
|
+87,828
|
+8%
|
|
|
7
|
|
$39.8M
|
-$782K
|
-15,153
|
-2%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$38.2M
|
-$2.52M
|
-48,746
|
-6%
|
|
|
9
|
|
$38.1M
|
-$116M
|
-2,243,318
|
-75%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$38M
|
+$1.02M
|
+19,753
|
+3%
|
|
|
11
|
TIAA FSB
Jacksonville,
Florida
|
$37M
|
+$83.3K
|
+1,614
|
+0.2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.1M
|
-$2.96M
|
-57,374
|
-8%
|
|
|
13
|
Counterpoint Mutual Funds
San Diego,
California
|
$29.8M
|
+$11.6M
|
+224,721
|
+64%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$26.3M
|
+$57.3K
|
+1,110
|
+0.2%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$25.3M
|
+$81.9K
|
+1,587
|
+0.3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$25M
|
+$3.99M
|
+77,306
|
+19%
|
|
|
17
|
Private Ocean
San Rafael,
California
|
$24M
|
-$24.8M
|
-479,824
|
-51%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$21.8M
|
+$2M
|
+38,667
|
+10%
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$21.2M
|
-$359K
|
-6,951
|
-2%
|
|
|
20
|
PFS Investments
Duluth,
Georgia
|
$20M
|
+$962K
|
+18,630
|
+5%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$18.5M
|
+$4.42M
|
+85,583
|
+31%
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
$14M
|
-$458K
|
-8,877
|
-3%
|
|
|
23
|
Regions Financial Corp
Birmingham,
Alabama
|
$13.4M
|
-$2.03M
|
-39,336
|
-13%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.6M
|
+$984K
|
+19,061
|
+8%
|
|
|
25
|
TownSquare Capital
Provo,
Utah
|
$12.2M
|
-$199K
|
-3,847
|
-2%
|
|
