|
1
|
Bank of America
Charlotte,
North Carolina
|
$448M
|
+$11.1M
|
+224,708
|
+3%
|
|
|
2
|
|
$201M
|
-$29M
|
-585,607
|
-13%
|
|
|
3
|
|
$196M
|
-$329K
|
-6,643
|
-0.2%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$104M
|
-$9.99M
|
-201,711
|
-9%
|
|
|
5
|
Bramshill Investments
Naples,
Florida
|
$104M
|
+$8.29M
|
+167,475
|
+9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$103M
|
-$4.82M
|
-97,341
|
-4%
|
|
|
7
|
United Services Automobile Association
San Antonio,
Texas
|
$94.2M
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$83.6M
|
+$9.71M
|
+196,080
|
+13%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$77.2M
|
-$5.71M
|
-115,343
|
-7%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$66.3M
|
-$5.31M
|
-107,260
|
-7%
|
|
|
11
|
TAP Consulting
Kirkwood,
Missouri
|
$62.5M
|
-$25.3M
|
-511,454
|
-29%
|
|
|
12
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$61.6M
|
+$3.55M
|
+71,674
|
+6%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$56.4M
|
+$55.1M
|
+1,113,070
|
+4,831%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.4M
|
+$207K
|
+4,178
|
+0.4%
|
|
|
15
|
Donaldson Capital Management
Evansville,
Indiana
|
$40.3M
|
+$2.97M
|
+60,019
|
+8%
|
|
|
16
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$40.2M
|
–
|
–
|
–
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31M
|
-$829K
|
-16,743
|
-3%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.2M
|
+$1.35M
|
+27,255
|
+5%
|
|
|
19
|
Renaissance Technologies
New York
|
$27M
|
+$26.9M
|
+544,268
|
New
|
|
|
20
|
Securian Asset Management
St Paul,
Minnesota
|
$26.1M
|
-$692K
|
-13,975
|
-3%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$25.3M
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.9M
|
-$11M
|
-222,684
|
-32%
|
|
|
23
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$21.5M
|
+$7.88M
|
+159,084
|
+58%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.1M
|
+$13.3M
|
+269,381
|
+172%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$20.8M
|
+$7.19M
|
+145,178
|
+53%
|
|
