|
1
|
Bank of America
Charlotte,
North Carolina
|
$255M
|
+$10.2M
|
+95,301
|
+4%
|
|
|
2
|
|
$243M
|
+$20.6M
|
+192,004
|
+9%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$177M
|
+$7.36M
|
+68,746
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$171M
|
+$13.7M
|
+128,027
|
+9%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$83M
|
+$18.1M
|
+168,816
|
+28%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.5M
|
-$9.58M
|
-89,474
|
-14%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$55.3M
|
+$6.03M
|
+56,272
|
+12%
|
|
|
8
|
One Capital Management
Westlake Village,
California
|
$45.7M
|
+$67.6K
|
+631
|
+0.1%
|
|
|
9
|
Windham Capital Management
Boston,
Massachusetts
|
$45.4M
|
-$1.03M
|
-9,655
|
-2%
|
|
|
10
|
Bank of New York Mellon
New York
|
$44M
|
+$769K
|
+7,186
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$29.5M
|
+$1.74M
|
+16,233
|
+6%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$28.5M
|
+$25.9M
|
+242,030
|
+1,099%
|
|
|
13
|
|
$25.2M
|
+$3.37M
|
+31,516
|
+16%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$23.6M
|
+$23.4M
|
+218,388
|
New
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$23.2M
|
+$6.35M
|
+59,342
|
+38%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.7M
|
-$1.89M
|
-17,692
|
-8%
|
|
|
17
|
TIAA FSB
Jacksonville,
Florida
|
$21.9M
|
+$7.43M
|
+69,356
|
+52%
|
|
|
18
|
Karpus Investment Management
Pittsford,
New York
|
$21.8M
|
-$1.32M
|
-12,310
|
-6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.8M
|
-$18M
|
-168,371
|
-48%
|
|
|
20
|
|
$19.4M
|
+$3.25M
|
+30,307
|
+20%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$19M
|
+$1.52M
|
+14,241
|
+9%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$18M
|
+$508K
|
+4,744
|
+3%
|
|
|
23
|
Parcion Private Wealth
Bellevue,
Washington
|
$17.5M
|
+$17.4M
|
+162,347
|
New
|
|
|
24
|
Miracle Mile Advisors
Los Angeles,
California
|
$17.1M
|
+$16.6M
|
+155,397
|
+5,324%
|
|
|
25
|
TD Capital Management
Memphis,
Tennessee
|
$15.3M
|
-$21K
|
-196
|
-0.1%
|
|
