|
1
|
Bank of America
Charlotte,
North Carolina
|
$724M
|
+$48.3M
|
+3,250,694
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$352M
|
-$8.14M
|
-547,342
|
-2%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$209M
|
-$9.33M
|
-627,534
|
-4%
|
|
|
4
|
|
$199M
|
+$12M
|
+809,870
|
+7%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$134M
|
+$2.82M
|
+189,418
|
+2%
|
|
|
6
|
Bessemer Group
Woodbridge,
New Jersey
|
$116M
|
+$115M
|
+7,762,653
|
+940,928%
|
|
|
7
|
Huntington National Bank
Columbus,
Ohio
|
$109M
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$104M
|
+$20.5M
|
+1,381,071
|
+25%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$95.8M
|
+$4.28M
|
+287,981
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.3M
|
-$17M
|
-1,144,988
|
-30%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.7M
|
-$3.45M
|
-231,744
|
-10%
|
|
|
12
|
Advisory Alpha
Holland,
Michigan
|
$25.9M
|
+$25.7M
|
+1,728,519
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.6M
|
+$2.14M
|
+143,570
|
+10%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.4M
|
+$1.72M
|
+115,882
|
+9%
|
|
|
15
|
Prudential Financial
Newark,
New Jersey
|
$19.9M
|
-$9.16M
|
-615,921
|
-32%
|
|
|
16
|
KCM Investment Advisors
Greenbrae,
California
|
$19.2M
|
+$295K
|
+19,820
|
+2%
|
|
|
17
|
Horizon Investments
Charlotte,
North Carolina
|
$18M
|
+$17.9M
|
+1,200,310
|
New
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.1M
|
-$587K
|
-39,447
|
-3%
|
|
|
19
|
WealthPLAN Partners
Omaha,
Nebraska
|
$16.5M
|
+$303K
|
+20,406
|
+2%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$16.2M
|
-$536K
|
-36,075
|
-3%
|
|
|
21
|
Cresset Asset Management
Chicago,
Illinois
|
$15.9M
|
-$1.24M
|
-83,664
|
-7%
|
|
|
22
|
Covington Capital Management
Los Angeles,
California
|
$14.7M
|
+$1.27M
|
+85,578
|
+10%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$14.4M
|
-$847K
|
-56,987
|
-6%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$13.5M
|
+$474K
|
+31,851
|
+4%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$12.6M
|
+$12.5M
|
+840,446
|
New
|
|
