|
1
|
Bank of America
Charlotte,
North Carolina
|
$551M
|
+$29M
|
+573,625
|
+5%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$167M
|
+$1.94M
|
+38,405
|
+1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98.3M
|
-$418K
|
-8,265
|
-0.4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$66.1M
|
+$1.28M
|
+25,382
|
+2%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$63M
|
+$1.37M
|
+27,162
|
+2%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$41.3M
|
+$18.1M
|
+357,974
|
+74%
|
|
|
7
|
|
$38.5M
|
+$3.17M
|
+62,564
|
+9%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$37.9M
|
+$39M
|
+771,352
|
New
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$37.5M
|
+$1.09M
|
+21,548
|
+3%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.7M
|
+$2.9M
|
+57,358
|
+9%
|
|
|
11
|
|
$34.8M
|
-$13.8M
|
-272,283
|
-28%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$31.4M
|
-$3.64M
|
-71,987
|
-10%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$31.2M
|
-$45.7M
|
-903,029
|
-59%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$24M
|
+$2.56M
|
+50,572
|
+12%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$23.6M
|
-$1.14M
|
-22,485
|
-4%
|
|
|
16
|
Bank of New York Mellon
New York
|
$19M
|
+$19.6M
|
+387,540
|
New
|
|
|
17
|
Avantax Planning Partners
Dubuque,
Iowa
|
$18.9M
|
-$47K
|
-928
|
-0.2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.5M
|
+$3.42M
|
+67,586
|
+22%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$16.5M
|
-$1.06M
|
-20,894
|
-6%
|
|
|
20
|
Private Ocean
San Rafael,
California
|
$15.3M
|
-$2.52M
|
-49,869
|
-14%
|
|
|
21
|
TownSquare Capital
Provo,
Utah
|
$13.5M
|
-$439K
|
-8,680
|
-3%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.2M
|
+$172K
|
+3,391
|
+1%
|
|
|
23
|
Regions Financial Corp
Birmingham,
Alabama
|
$13.1M
|
+$602K
|
+11,898
|
+5%
|
|
|
24
|
Guggenheim Capital
Chicago,
Illinois
|
$12M
|
-$1.69M
|
-33,457
|
-12%
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$10.1M
|
+$7.34M
|
+145,074
|
+238%
|
|
