|
1
|
|
$2.83B
|
-$237M
|
-2,883,441
|
-8%
|
|
|
2
|
|
$1.38B
|
-$361M
|
-4,395,429
|
-21%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.25B
|
+$108M
|
+1,308,640
|
+9%
|
|
|
4
|
|
$946M
|
+$307M
|
+3,731,847
|
+48%
|
|
|
5
|
Koshinski Asset Management
Decatur,
Illinois
|
$803M
|
-$36.3K
|
-442
|
-4%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$757M
|
+$63M
|
+766,782
|
+9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$528M
|
-$18.2M
|
-221,235
|
-3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$450M
|
+$4.93M
|
+59,920
|
+1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$441M
|
-$2M
|
-24,295
|
-0.4%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$425M
|
+$3.89M
|
+47,346
|
+0.9%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$389M
|
+$390M
|
+4,745,412
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$384M
|
-$2.46M
|
-29,946
|
-0.6%
|
|
|
13
|
Bank of New York Mellon
New York
|
$351M
|
-$19.9M
|
-241,584
|
-5%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$334M
|
+$162M
|
+1,975,432
|
+94%
|
|
|
15
|
PineBridge Investments
New York
|
$313M
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$291M
|
+$121M
|
+1,475,824
|
+71%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$261M
|
-$951K
|
-11,570
|
-0.4%
|
|
|
18
|
Charles Schwab
San Francisco,
California
|
$235M
|
-$3.3M
|
-40,113
|
-1%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$225M
|
-$62.7M
|
-763,213
|
-22%
|
|
|
20
|
Essential Planning
Portsmouth,
New Hampshire
|
$202M
|
+$198M
|
+2,405,880
|
+4,993%
|
|
|
21
|
|
$197M
|
+$8.49M
|
+103,266
|
+5%
|
|
|
22
|
|
$121M
|
+$44.6M
|
+542,298
|
+58%
|
|
|
23
|
Members Trust
Tampa,
Florida
|
$114M
|
-$3.75M
|
-45,661
|
-3%
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$105M
|
+$60.8M
|
+739,299
|
+137%
|
|
|
25
|
Wealthfront Advisers
Palo Alto,
California
|
$101M
|
-$25.1M
|
-305,888
|
-20%
|
|
