|
1
|
Bank of America
Charlotte,
North Carolina
|
$725M
|
+$94.4M
|
+2,962,526
|
+15%
|
|
|
2
|
|
$444M
|
-$478M
|
-14,981,102
|
-52%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$251M
|
+$21.1M
|
+662,187
|
+9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$216M
|
+$37.6M
|
+1,178,853
|
+21%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$204M
|
+$1.3M
|
+40,851
|
+0.6%
|
|
|
6
|
|
$181M
|
+$144M
|
+4,516,110
|
+406%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$155M
|
+$8.05M
|
+252,626
|
+6%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$148M
|
+$26.7M
|
+838,698
|
+22%
|
|
|
9
|
|
$119M
|
+$84.7M
|
+2,657,439
|
+254%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$116M
|
+$7.14M
|
+223,867
|
+7%
|
|
|
11
|
|
$103M
|
+$24.3M
|
+763,336
|
+31%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$83.6M
|
+$7.04M
|
+220,836
|
+9%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$82.9M
|
+$9.81M
|
+307,693
|
+14%
|
|
|
14
|
Global Assets Advisory
Orlando,
Florida
|
$82.3M
|
+$81.9M
|
+2,568,245
|
+3,341%
|
|
|
15
|
|
$81.7M
|
-$95.8M
|
-3,006,176
|
-54%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$79.3M
|
+$2.55M
|
+80,147
|
+3%
|
|
|
17
|
Ocean Park Asset Management
Santa Monica,
California
|
$68.7M
|
+$8.02M
|
+251,732
|
+13%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$65.1M
|
+$1.19M
|
+37,369
|
+2%
|
|
|
19
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$58.7M
|
-$516K
|
-16,179
|
-0.9%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$54.8M
|
+$1.4M
|
+44,054
|
+3%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$52.9M
|
-$23.1M
|
-723,993
|
-31%
|
|
|
22
|
First Interstate Bank
Billings,
Montana
|
$52M
|
+$6.1M
|
+191,463
|
+13%
|
|
|
23
|
|
$51.8M
|
+$51.2M
|
+1,606,364
|
New
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$50.2M
|
+$98.8K
|
+3,100
|
+0.2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$47M
|
-$3.19M
|
-100,199
|
-6%
|
|
