|
1
|
Bank of America
Charlotte,
North Carolina
|
$804M
|
+$303M
|
+5,845,270
|
+59%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$174M
|
+$7.74M
|
+149,363
|
+5%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$142M
|
+$51.5M
|
+994,885
|
+56%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$87.9M
|
+$3.96M
|
+76,501
|
+5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$86.8M
|
+$927K
|
+17,896
|
+1%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$71.9M
|
-$17M
|
-327,358
|
-19%
|
|
|
7
|
|
$69.2M
|
+$4.16M
|
+80,379
|
+6%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$61.4M
|
+$570K
|
+11,003
|
+0.9%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$59.5M
|
+$2.76M
|
+53,365
|
+5%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$49.8M
|
+$1.18M
|
+22,743
|
+2%
|
|
|
11
|
Counterpoint Mutual Funds
San Diego,
California
|
$48.6M
|
+$49.2M
|
+950,000
|
New
|
|
|
12
|
Ocean Park Asset Management
Santa Monica,
California
|
$41.6M
|
+$8.48M
|
+163,700
|
+25%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$40.8M
|
-$4.71M
|
-90,831
|
-10%
|
|
|
14
|
|
$39.2M
|
-$5.13M
|
-98,945
|
-11%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$36.8M
|
+$2.07M
|
+40,020
|
+6%
|
|
|
16
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$34M
|
-$491K
|
-9,470
|
-1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.1M
|
-$12.4M
|
-239,534
|
-30%
|
|
|
18
|
Regions Financial Corp
Birmingham,
Alabama
|
$25.3M
|
+$1.13M
|
+21,890
|
+5%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$23.9M
|
+$19.1M
|
+368,926
|
+373%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$23.5M
|
+$731K
|
+14,103
|
+3%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$21M
|
-$211K
|
-4,079
|
-1%
|
|
|
22
|
Forum Financial Management
Lombard,
Illinois
|
$21M
|
-$7.19M
|
-138,876
|
-25%
|
|
|
23
|
Bank of New York Mellon
New York
|
$18.9M
|
-$75.5K
|
-1,457
|
-0.4%
|
|
|
24
|
Avantax Planning Partners
Dubuque,
Iowa
|
$16.9M
|
+$51.3K
|
+991
|
+0.3%
|
|
|
25
|
American Century Companies
Kansas City,
Missouri
|
$14.3M
|
-$979K
|
-18,900
|
-6%
|
|
