|
1
|
|
$996M
|
-$183M
|
-1,663,066
|
-16%
|
|
|
2
|
|
$950M
|
+$137M
|
+1,249,478
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$442M
|
-$26.6M
|
-242,378
|
-6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$435M
|
-$211M
|
-1,919,794
|
-33%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$396M
|
+$9.61M
|
+87,403
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$367M
|
+$84.7M
|
+770,212
|
+30%
|
|
|
7
|
|
$367M
|
-$60.9M
|
-553,754
|
-14%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$365M
|
+$365M
|
+3,323,283
|
New
|
|
|
9
|
SVB Wealth
Boston,
Massachusetts
|
$365M
|
+$94.4M
|
+859,194
|
+35%
|
|
|
10
|
Freestone Capital Holdings
Seattle,
Washington
|
$348M
|
-$214M
|
-1,944,042
|
-38%
|
|
|
11
|
Grimes & Company
Westborough,
Massachusetts
|
$344M
|
+$76.7M
|
+698,255
|
+29%
|
|
|
12
|
Tucker Asset Management
Littleton,
Colorado
|
$242M
|
-$15.6M
|
-141,781
|
-6%
|
|
|
13
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$217M
|
+$18.5M
|
+168,766
|
+9%
|
|
|
14
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$199M
|
+$44.9M
|
+408,144
|
+29%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$170M
|
+$146M
|
+1,331,048
|
+539%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$166M
|
-$24.1M
|
-219,232
|
-13%
|
|
|
17
|
|
$129M
|
+$17.5M
|
+159,051
|
+16%
|
|
|
18
|
|
$121M
|
-$30M
|
-272,871
|
-20%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$119M
|
+$17.4M
|
+158,187
|
+17%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$113M
|
+$784K
|
+7,130
|
+0.7%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$111M
|
+$47.4M
|
+431,195
|
+75%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$109M
|
-$42.1M
|
-383,354
|
-28%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$99.6M
|
-$5.6M
|
-50,922
|
-5%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$91.2M
|
+$10.6M
|
+96,010
|
+13%
|
|
|
25
|
GM Advisory Group
Melville,
New York
|
$88.6M
|
-$3.31M
|
-30,108
|
-4%
|
|
