|
1
|
Bank of America
Charlotte,
North Carolina
|
$457M
|
+$5.08M
|
+98,451
|
+1%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$196M
|
+$14M
|
+270,773
|
+8%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$88.6M
|
-$4.71M
|
-91,277
|
-5%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87.7M
|
-$18.1M
|
-351,309
|
-17%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$79M
|
+$4.24M
|
+82,090
|
+6%
|
|
|
6
|
Grimes & Company
Westborough,
Massachusetts
|
$57.5M
|
+$1.3M
|
+25,152
|
+2%
|
|
|
7
|
|
$56.1M
|
+$3.52M
|
+68,183
|
+7%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$51.9M
|
+$3.25M
|
+62,884
|
+7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.1M
|
+$7.27M
|
+140,807
|
+19%
|
|
|
10
|
Counterpoint Mutual Funds
San Diego,
California
|
$43.4M
|
+$9.43M
|
+182,646
|
+28%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$43.2M
|
+$2.75M
|
+53,249
|
+7%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.3M
|
+$576K
|
+11,151
|
+1%
|
|
|
13
|
|
$39.2M
|
-$5.48M
|
-106,178
|
-12%
|
|
|
14
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$35M
|
-$330K
|
-6,388
|
-0.9%
|
|
|
15
|
Forum Financial Management
Lombard,
Illinois
|
$31.4M
|
+$12M
|
+231,543
|
+62%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$29.7M
|
+$553K
|
+10,723
|
+2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$29.2M
|
+$351K
|
+6,804
|
+1%
|
|
|
18
|
Regions Financial Corp
Birmingham,
Alabama
|
$28.1M
|
-$1.17M
|
-22,616
|
-4%
|
|
|
19
|
Private Ocean
San Rafael,
California
|
$27M
|
+$19M
|
+368,527
|
+239%
|
|
|
20
|
Avantax Planning Partners
Dubuque,
Iowa
|
$24.4M
|
-$899K
|
-17,416
|
-4%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$24M
|
+$1.52M
|
+29,439
|
+7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$21.5M
|
-$523K
|
-10,143
|
-2%
|
|
|
23
|
Bank of New York Mellon
New York
|
$18.8M
|
-$341K
|
-6,600
|
-2%
|
|
|
24
|
Man Group
London,
United Kingdom
|
$18.4M
|
+$1.68M
|
+32,641
|
+10%
|
|
|
25
|
Ocean Park Asset Management
Santa Monica,
California
|
$16.1M
|
–
|
–
|
–
|
|
