|
1
|
Bank of America
Charlotte,
North Carolina
|
$773M
|
-$60M
|
-1,272,507
|
-7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$402M
|
+$12.6M
|
+266,468
|
+3%
|
|
|
3
|
|
$365M
|
-$32.3M
|
-684,624
|
-8%
|
|
|
4
|
|
$240M
|
+$35.3M
|
+747,784
|
+17%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$226M
|
+$36.3M
|
+770,262
|
+19%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$191M
|
-$5.69M
|
-120,697
|
-3%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$181M
|
+$30.4M
|
+645,423
|
+20%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$98M
|
+$3.9M
|
+82,690
|
+4%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$88.7M
|
-$30M
|
-636,485
|
-25%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$71.5M
|
+$42.6M
|
+902,595
|
+139%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$70.9M
|
-$7.46M
|
-158,065
|
-9%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$51M
|
-$2.19M
|
-46,362
|
-4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$42.6M
|
+$1.5M
|
+31,885
|
+4%
|
|
|
14
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$39.2M
|
+$731K
|
+15,496
|
+2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$33M
|
-$790K
|
-16,753
|
-2%
|
|
|
16
|
Biltmore Wealth Management
Tempe,
Arizona
|
$32.4M
|
-$194K
|
-4,104
|
-0.6%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.2M
|
+$5.64M
|
+119,560
|
+21%
|
|
|
18
|
Sunflower Bank
Dallas,
Texas
|
$27.9M
|
-$1.79M
|
-38,027
|
-6%
|
|
|
19
|
Opal Wealth Advisors
Jericho,
New York
|
$26.7M
|
+$3.49M
|
+74,081
|
+15%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$24.8M
|
-$105K
|
-2,223
|
-0.4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.3M
|
-$2.74M
|
-57,978
|
-11%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$22.1M
|
+$2.41M
|
+51,145
|
+12%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$21.8M
|
+$4.35M
|
+92,156
|
+24%
|
|
|
24
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$19.9M
|
+$217K
|
+4,608
|
+1%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$18.9M
|
-$1.88M
|
-39,767
|
-9%
|
|
