|
1
|
Bank of America
Charlotte,
North Carolina
|
$754M
|
-$14.7M
|
-311,050
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$424M
|
+$4.43M
|
+93,804
|
+1%
|
|
|
3
|
|
$403M
|
+$46.9M
|
+993,878
|
+13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$290M
|
+$24.1M
|
+509,342
|
+9%
|
|
|
5
|
|
$251M
|
+$14.6M
|
+310,135
|
+6%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$212M
|
+$26.8M
|
+568,496
|
+15%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$171M
|
+$3.53M
|
+74,777
|
+2%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$110M
|
-$9.91M
|
-209,880
|
-8%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$96.5M
|
-$17.9M
|
-378,032
|
-16%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$49M
|
-$5.17M
|
-109,380
|
-10%
|
|
|
11
|
Opal Wealth Advisors
Jericho,
New York
|
$47.8M
|
-$1.44M
|
-30,521
|
-3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$40.4M
|
+$1.52M
|
+32,288
|
+4%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$36.9M
|
-$2.28M
|
-48,235
|
-6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$32.5M
|
-$1.42M
|
-30,107
|
-4%
|
|
|
15
|
Biltmore Wealth Management
Tempe,
Arizona
|
$32.5M
|
-$506K
|
-10,719
|
-2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.2M
|
-$245K
|
-5,193
|
-0.8%
|
|
|
17
|
|
$27.2M
|
+$590K
|
+12,485
|
+2%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$26.3M
|
-$1.78M
|
-37,780
|
-6%
|
|
|
19
|
|
$26.3M
|
+$3.94M
|
+83,454
|
+18%
|
|
|
20
|
Renaissance Technologies
New York
|
$25.9M
|
+$9.69M
|
+205,250
|
+60%
|
|
|
21
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$22.1M
|
-$1.53M
|
-32,436
|
-7%
|
|
|
22
|
Old National Bancorp
Evansville,
Indiana
|
$21.4M
|
+$1.48M
|
+31,417
|
+7%
|
|
|
23
|
L.J. Altfest & Co
New York
|
$21.4M
|
+$952K
|
+20,153
|
+5%
|
|
|
24
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$21.4M
|
+$6.89K
|
+146
|
+0%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$19.9M
|
-$1.55M
|
-32,892
|
-7%
|
|
