|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.15B
|
-$71.7M
|
-713,356
|
-6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.1B
|
+$2.56M
|
+25,453
|
+0.2%
|
|
|
3
|
|
$853M
|
+$7.45M
|
+74,077
|
+0.9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$600M
|
+$83.2M
|
+827,698
|
+16%
|
|
|
5
|
|
$458M
|
+$98.5M
|
+980,014
|
+27%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$383M
|
+$42.7M
|
+424,941
|
+13%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$366M
|
+$11.4M
|
+113,597
|
+3%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$293M
|
+$20.7M
|
+205,645
|
+8%
|
|
|
9
|
Robinhood Asset Management
Menlo Park,
California
|
$292M
|
+$59.7M
|
+593,554
|
+26%
|
|
|
10
|
|
$285M
|
+$26.2M
|
+261,091
|
+10%
|
|
|
11
|
CIBC Bancorp USA
Chicago,
Illinois
|
$282M
|
-$116M
|
-1,152,011
|
-29%
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$281M
|
+$104M
|
+1,034,498
|
+59%
|
|
|
13
|
NorthRock Partners
Minneapolis,
Minnesota
|
$276M
|
+$49.7M
|
+494,075
|
+22%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$269M
|
-$1.63M
|
-16,246
|
-0.6%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$248M
|
-$16M
|
-159,156
|
-6%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$239M
|
-$13.5M
|
-134,732
|
-5%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$232M
|
+$12.4M
|
+123,759
|
+6%
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
$224M
|
+$222M
|
+2,209,289
|
+14,717%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$223M
|
+$7.56M
|
+75,208
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$207M
|
-$31.3M
|
-310,982
|
-13%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$186M
|
+$70.3M
|
+699,472
|
+61%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$168M
|
+$21.2M
|
+210,419
|
+14%
|
|
|
23
|
Vise Technologies
New York
|
$162M
|
+$146M
|
+1,453,600
|
+933%
|
|
|
24
|
Gotham Asset Management
New York
|
$157M
|
+$32.5M
|
+323,739
|
+26%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$157M
|
+$15M
|
+149,183
|
+11%
|
|
