|
1
|
Bank of America
Charlotte,
North Carolina
|
$500M
|
-$33.6M
|
-1,044,925
|
-6%
|
|
|
2
|
|
$385M
|
+$4.31M
|
+134,341
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$216M
|
+$10.4M
|
+324,187
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$160M
|
-$31.6M
|
-983,262
|
-16%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$157M
|
+$11.2M
|
+348,630
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$153M
|
-$5.34M
|
-166,281
|
-3%
|
|
|
7
|
|
$139M
|
-$64.2M
|
-2,000,000
|
-31%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$111M
|
-$5.25M
|
-163,346
|
-4%
|
|
|
9
|
|
$104M
|
+$53.5M
|
+1,666,477
|
+100%
|
|
|
10
|
|
$98M
|
-$2.21M
|
-68,737
|
-2%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$86.3M
|
+$3.48M
|
+108,503
|
+4%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$79M
|
-$1.14M
|
-35,487
|
-1%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$68.8M
|
+$411K
|
+12,801
|
+0.6%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$64.2M
|
-$9.93M
|
-309,206
|
-13%
|
|
|
15
|
SVB Wealth
Boston,
Massachusetts
|
$60.5M
|
-$6.47M
|
-201,402
|
-9%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$59.1M
|
-$2.72M
|
-84,626
|
-4%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$58M
|
+$10.3M
|
+320,206
|
+21%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$54.8M
|
-$934K
|
-29,078
|
-2%
|
|
|
19
|
|
$49.1M
|
+$35.6M
|
+1,107,522
|
+238%
|
|
|
20
|
Edge Wealth Management
New York
|
$48.7M
|
+$957K
|
+29,789
|
+2%
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$47.5M
|
+$625K
|
+19,475
|
+1%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$40.6M
|
-$1.41M
|
-44,027
|
-3%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$35.7M
|
+$7.32M
|
+227,900
|
+25%
|
|
|
24
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$35.4M
|
–
|
–
|
–
|
|
|
25
|
SP Asset Management
Cupertino,
California
|
$35M
|
-$4.18M
|
-130,143
|
-10%
|
|
