|
1
|
Northern Trust
Chicago,
Illinois
|
$241M
|
+$30.1M
|
+317,889
|
+11%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$127M
|
-$11.8M
|
-124,396
|
-7%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$102M
|
-$13.3M
|
-140,216
|
-9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$87.3M
|
-$679K
|
-7,174
|
-0.6%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$80.5M
|
+$105M
|
+1,114,760
|
New
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$62.4M
|
+$398K
|
+4,210
|
+0.5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$46.5M
|
-$5.06M
|
-53,515
|
-8%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$32.2M
|
-$2.39M
|
-25,280
|
-5%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31M
|
-$763K
|
-8,063
|
-2%
|
|
|
10
|
|
$27.4M
|
+$9.44M
|
+99,749
|
+36%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$20.9M
|
-$550K
|
-5,813
|
-2%
|
|
|
12
|
|
$20.5M
|
-$1.65M
|
-17,467
|
-6%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$15M
|
+$73.7K
|
+779
|
+0.4%
|
|
|
14
|
Global Financial Private Capital
Sarasota,
Florida
|
$10M
|
-$3.4M
|
-35,910
|
-21%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$8.91M
|
+$1.89M
|
+19,977
|
+19%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.05M
|
+$12M
|
+127,186
|
New
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$7M
|
+$427K
|
+4,508
|
+5%
|
|
|
18
|
Patton Fund Management
Dallas,
Texas
|
$6.83M
|
+$1.43M
|
+15,135
|
+19%
|
|
|
19
|
Congress Asset Management
Boston,
Massachusetts
|
$6.6M
|
-$406K
|
-4,288
|
-4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$5.75M
|
-$519K
|
-5,483
|
-6%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$5.11M
|
+$6.69M
|
+70,726
|
New
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$4.35M
|
+$3.31M
|
+34,999
|
+138%
|
|
|
23
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$3.88M
|
+$127K
|
+1,338
|
+3%
|
|
|
24
|
Stratford Consulting
Addison,
Texas
|
$3.74M
|
-$1.24M
|
-13,067
|
-20%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.69M
|
+$20.2K
|
+213
|
+0.4%
|
|
