|
1
|
Bank of America
Charlotte,
North Carolina
|
$773M
|
-$16M
|
-320,019
|
-2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$234M
|
+$93.5M
|
+1,873,319
|
+67%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$145M
|
-$25.5M
|
-510,519
|
-15%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$94.1M
|
+$8.86M
|
+177,505
|
+10%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$89.9M
|
+$3.67M
|
+73,586
|
+4%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$84.8M
|
+$14.2M
|
+284,263
|
+20%
|
|
|
7
|
|
$70.5M
|
+$2.57M
|
+51,449
|
+4%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$61.1M
|
+$2.68M
|
+53,682
|
+5%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$50.8M
|
+$1.89M
|
+37,887
|
+4%
|
|
|
10
|
|
$43M
|
+$4.57M
|
+91,559
|
+12%
|
|
|
11
|
Ocean Park Asset Management
Santa Monica,
California
|
$41.6M
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$40.3M
|
+$271K
|
+5,432
|
+0.7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$32.6M
|
-$3.44M
|
-68,948
|
-10%
|
|
|
14
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$32.2M
|
-$1.12M
|
-22,498
|
-3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$31M
|
+$2.44M
|
+48,879
|
+9%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$28.5M
|
+$7.89M
|
+158,024
|
+38%
|
|
|
17
|
Regions Financial Corp
Birmingham,
Alabama
|
$26.4M
|
+$1.57M
|
+31,436
|
+6%
|
|
|
18
|
Bank of New York Mellon
New York
|
$18.3M
|
-$213K
|
-4,265
|
-1%
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$17.2M
|
+$627K
|
+12,561
|
+4%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$16.8M
|
-$6.13M
|
-122,734
|
-27%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.1M
|
+$5.7M
|
+114,232
|
+69%
|
|
|
22
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$11.6M
|
+$1.95M
|
+39,056
|
+20%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$10.8M
|
+$742K
|
+14,872
|
+7%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$9.89M
|
-$789K
|
-15,816
|
-7%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.31M
|
+$98.4K
|
+1,971
|
+1%
|
|
