|
1
|
Bank of America
Charlotte,
North Carolina
|
$753M
|
+$43.7M
|
+1,389,616
|
+6%
|
|
|
2
|
|
$435M
|
+$948K
|
+30,119
|
+0.2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$263M
|
+$16.8M
|
+532,451
|
+7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$206M
|
-$5.7M
|
-181,043
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$200M
|
+$673K
|
+21,373
|
+0.3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$147M
|
+$2.77M
|
+88,010
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$143M
|
-$9.44M
|
-299,853
|
-6%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$108M
|
-$6.5M
|
-206,403
|
-6%
|
|
|
9
|
|
$97.7M
|
-$3.53M
|
-112,016
|
-3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$76.8M
|
-$4.39M
|
-139,505
|
-5%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$71.5M
|
-$6.11M
|
-193,982
|
-8%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$64.1M
|
+$331K
|
+10,511
|
+0.5%
|
|
|
13
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$55.7M
|
-$1.73M
|
-54,957
|
-3%
|
|
|
14
|
First Interstate Bank
Billings,
Montana
|
$51.8M
|
+$913K
|
+28,994
|
+2%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$51.4M
|
-$2.21M
|
-70,311
|
-4%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50M
|
-$1.75M
|
-55,491
|
-3%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$49.1M
|
+$49M
|
+1,555,917
|
New
|
|
|
18
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$49.1M
|
-$52.6K
|
-1,670
|
-0.1%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$48.3M
|
+$2.8M
|
+89,057
|
+6%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$45.6M
|
-$36.2M
|
-1,150,643
|
-44%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.8M
|
-$1.19M
|
-37,913
|
-3%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$42.9M
|
-$986K
|
-31,334
|
-2%
|
|
|
23
|
Edge Wealth Management
New York
|
$42.9M
|
-$971K
|
-30,851
|
-2%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$42.5M
|
+$2.81M
|
+89,261
|
+7%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$38.7M
|
+$30.2K
|
+958
|
+0.1%
|
|
