|
1
|
Bank of America
Charlotte,
North Carolina
|
$540M
|
+$44.5M
|
+1,453,338
|
+9%
|
|
|
2
|
|
$390M
|
+$7.79M
|
+254,498
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$203M
|
-$11M
|
-360,086
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$161M
|
+$5.34M
|
+174,602
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$144M
|
-$14.4M
|
-469,292
|
-9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$143M
|
-$8.31M
|
-271,577
|
-6%
|
|
|
7
|
|
$138M
|
–
|
–
|
–
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$113M
|
+$3.17M
|
+103,639
|
+3%
|
|
|
9
|
|
$95.3M
|
-$1.7M
|
-55,642
|
-2%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$92.2M
|
+$6.63M
|
+216,569
|
+8%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$74.1M
|
-$4.04M
|
-132,143
|
-5%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$69.2M
|
+$1.03M
|
+33,755
|
+2%
|
|
|
13
|
|
$61.6M
|
-$41.2M
|
-1,346,015
|
-40%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$60.3M
|
+$2.7M
|
+88,195
|
+5%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$55.3M
|
-$1.61M
|
-52,711
|
-3%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$55.1M
|
-$8.42M
|
-275,081
|
-13%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$53.3M
|
-$932K
|
-30,445
|
-2%
|
|
|
18
|
SVB Wealth
Boston,
Massachusetts
|
$51.8M
|
-$8.05M
|
-263,205
|
-14%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$51.2M
|
-$7.29M
|
-238,102
|
-13%
|
|
|
20
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$48.2M
|
+$1.12M
|
+36,748
|
+2%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$47.5M
|
+$18.3M
|
+599,088
|
+64%
|
|
|
22
|
Edge Wealth Management
New York
|
$47.5M
|
-$819K
|
-26,770
|
-2%
|
|
|
23
|
KeyBank National Association
Cleveland,
Ohio
|
$39.4M
|
-$805K
|
-26,311
|
-2%
|
|
|
24
|
|
$37.7M
|
-$10.8M
|
-353,285
|
-22%
|
|
|
25
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$35.4M
|
+$5.07M
|
+165,846
|
+17%
|
|
