|
1
|
Bank of America
Charlotte,
North Carolina
|
$458M
|
-$117M
|
-2,360,360
|
-21%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$165M
|
-$10.1M
|
-204,018
|
-6%
|
|
|
3
|
|
$150M
|
+$108M
|
+2,187,872
|
+308%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$128M
|
+$24M
|
+484,973
|
+24%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$94.7M
|
+$90.8M
|
+1,833,790
|
New
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$71.3M
|
+$4.88M
|
+98,601
|
+8%
|
|
|
7
|
|
$63.9M
|
+$22.5M
|
+453,845
|
+58%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$56.6M
|
+$54.4M
|
+1,097,200
|
New
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$44.4M
|
+$985K
|
+19,881
|
+2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.3M
|
+$3.63M
|
+73,272
|
+10%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$41.2M
|
+$7.78M
|
+156,997
|
+25%
|
|
|
12
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$34.7M
|
-$4.88M
|
-98,493
|
-13%
|
|
|
13
|
Zions Bancorporation
Salt Lake City,
Utah
|
$31.2M
|
+$29.6M
|
+597,789
|
+9,904%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$30.7M
|
-$1.99M
|
-40,212
|
-6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.7M
|
-$38.2M
|
-772,023
|
-57%
|
|
|
16
|
Regions Financial Corp
Birmingham,
Alabama
|
$28.6M
|
+$14.2M
|
+286,683
|
+107%
|
|
|
17
|
Private Ocean
San Rafael,
California
|
$27.6M
|
+$11M
|
+221,243
|
+71%
|
|
|
18
|
Forum Financial Management
Lombard,
Illinois
|
$27.5M
|
+$26.4M
|
+532,390
|
New
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$27.2M
|
+$7.1M
|
+143,237
|
+37%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$27.1M
|
+$1.82M
|
+36,692
|
+8%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$22.8M
|
-$1.94M
|
-39,120
|
-8%
|
|
|
22
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$20M
|
+$18.8M
|
+378,547
|
+4,068%
|
|
|
23
|
Bank of New York Mellon
New York
|
$19.7M
|
-$256K
|
-5,164
|
-1%
|
|
|
24
|
|
$18.9M
|
+$12.1M
|
+243,680
|
+199%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$18.8M
|
+$1.41M
|
+28,502
|
+8%
|
|
