|
1
|
Bank of America
Charlotte,
North Carolina
|
$175M
|
+$9.2M
|
+145,824
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$168M
|
+$2.82M
|
+44,649
|
+2%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$135M
|
+$537K
|
+8,517
|
+0.4%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$133M
|
+$4.6M
|
+72,996
|
+3%
|
|
|
5
|
RiverFront Investment Group
Richmond,
Virginia
|
$99.1M
|
+$84M
|
+1,332,573
|
+421%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$97.2M
|
+$4.24M
|
+67,167
|
+4%
|
|
|
7
|
|
$90.8M
|
+$14.9M
|
+236,049
|
+19%
|
|
|
8
|
|
$86.5M
|
-$21.9M
|
-347,274
|
-19%
|
|
|
9
|
WestEnd Advisors
Charlotte,
North Carolina
|
$80.6M
|
-$75.8M
|
-1,201,251
|
Closed
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$40.1M
|
-$16.3M
|
-258,759
|
-28%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.1M
|
-$11.1M
|
-176,784
|
-22%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$24.9M
|
+$223K
|
+3,540
|
+0.9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$23.8M
|
+$826K
|
+13,104
|
+3%
|
|
|
14
|
Cresset Asset Management
Chicago,
Illinois
|
$22.2M
|
-$37.8K
|
-600
|
-0.2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.1M
|
+$4.5M
|
+71,301
|
+24%
|
|
|
16
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$17.9M
|
+$12.7M
|
+202,188
|
+213%
|
|
|
17
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$15M
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13M
|
+$3.52M
|
+55,818
|
+35%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.7M
|
+$1.52M
|
+24,147
|
+13%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.7M
|
+$5.28M
|
+83,748
|
+66%
|
|
|
21
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$11.4M
|
-$313K
|
-4,962
|
-3%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$10.4M
|
+$604K
|
+9,585
|
+6%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
+$1.37M
|
+21,798
|
+14%
|
|
|
24
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$8.8M
|
-$77.9K
|
-1,236
|
-0.8%
|
|
|
25
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$8.62M
|
+$197K
|
+3,126
|
+2%
|
|
