|
1
|
Bank of America
Charlotte,
North Carolina
|
$512M
|
+$41.4M
|
+790,557
|
+9%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$169M
|
+$7.4M
|
+141,388
|
+5%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$92.5M
|
+$53.1M
|
+1,014,701
|
+132%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$89.9M
|
-$381K
|
-7,291
|
-0.4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87.1M
|
+$3.93M
|
+75,221
|
+5%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$85.2M
|
+$2.18M
|
+41,732
|
+3%
|
|
|
7
|
|
$66M
|
-$319K
|
-6,099
|
-0.5%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$61.7M
|
+$2.65M
|
+50,578
|
+4%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$57.6M
|
+$2.95M
|
+56,434
|
+5%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$49.3M
|
+$2.36M
|
+45,174
|
+5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$46.1M
|
+$13.9M
|
+265,075
|
+43%
|
|
|
12
|
|
$44.9M
|
+$5.76M
|
+110,159
|
+15%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.9M
|
-$1.15M
|
-21,986
|
-3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$35.2M
|
+$2.11M
|
+40,419
|
+6%
|
|
|
15
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$35M
|
+$150K
|
+2,876
|
+0.4%
|
|
|
16
|
Ocean Park Asset Management
Santa Monica,
California
|
$33.7M
|
+$16.8M
|
+321,160
|
+98%
|
|
|
17
|
Forum Financial Management
Lombard,
Illinois
|
$28.5M
|
-$4.95M
|
-94,640
|
-15%
|
|
|
18
|
Regions Financial Corp
Birmingham,
Alabama
|
$24.5M
|
-$4.45M
|
-85,041
|
-15%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$23.1M
|
-$874K
|
-16,706
|
-4%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$21.5M
|
-$594K
|
-11,349
|
-3%
|
|
|
21
|
Bank of New York Mellon
New York
|
$19.3M
|
+$670K
|
+12,816
|
+4%
|
|
|
22
|
Avantax Planning Partners
Dubuque,
Iowa
|
$17.1M
|
-$1.33M
|
-25,497
|
-7%
|
|
|
23
|
American Century Companies
Kansas City,
Missouri
|
$15.4M
|
+$11M
|
+209,600
|
+239%
|
|
|
24
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$13.9M
|
+$13M
|
+249,120
|
+1,389%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$11.2M
|
-$67.1K
|
-1,282
|
-0.6%
|
|
