|
1
|
Bank of America
Charlotte,
North Carolina
|
$502M
|
-$7.71M
|
-226,296
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$331M
|
+$37.3M
|
+1,096,144
|
+13%
|
|
|
3
|
|
$321M
|
+$27.7M
|
+812,959
|
+10%
|
|
|
4
|
|
$313M
|
–
|
–
|
–
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$197M
|
-$6.07M
|
-178,126
|
-3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$178M
|
+$11.8M
|
+346,520
|
+7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$163M
|
-$1.44M
|
-42,396
|
-0.9%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$140M
|
+$10.1M
|
+296,419
|
+8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$137M
|
-$25.1M
|
-736,832
|
-16%
|
|
|
10
|
|
$128M
|
-$9.04M
|
-265,235
|
-7%
|
|
|
11
|
Cabana LLC
Fayetteville,
Arkansas
|
$103M
|
+$102M
|
+2,979,277
|
New
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$90.4M
|
+$2.82M
|
+82,878
|
+3%
|
|
|
13
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$87.9M
|
+$86.2M
|
+2,531,169
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$72.6M
|
-$12.9M
|
-379,180
|
-15%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$71.6M
|
-$5.69M
|
-166,903
|
-7%
|
|
|
16
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$65M
|
+$4.39M
|
+128,900
|
+7%
|
|
|
17
|
|
$62.5M
|
+$34M
|
+997,389
|
+124%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$59.8M
|
-$3.79M
|
-111,374
|
-6%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$56.6M
|
-$6.07M
|
-178,276
|
-10%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$56M
|
-$6.95M
|
-203,863
|
-11%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$55.5M
|
-$106K
|
-3,097
|
-0.2%
|
|
|
22
|
SVB Wealth
Boston,
Massachusetts
|
$52.8M
|
+$4.06M
|
+119,169
|
+8%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$52.1M
|
+$4.23M
|
+124,232
|
+9%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$43.6M
|
-$504K
|
-14,779
|
-1%
|
|
|
25
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$42.6M
|
+$41.4M
|
+1,215,505
|
+8,300%
|
|
