|
1
|
|
$308M
|
-$33.7M
|
-696,322
|
-10%
|
|
|
2
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$209M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$190M
|
-$27.8M
|
-575,044
|
-13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$80.3M
|
+$4.89M
|
+101,047
|
+6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$78.6M
|
+$33.2M
|
+684,932
|
+70%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$60M
|
-$18.1M
|
-374,659
|
-23%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54.8M
|
-$10.8M
|
-222,983
|
-16%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.9M
|
+$24.2M
|
+499,625
|
+155%
|
|
|
9
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$33.9M
|
+$169K
|
+3,487
|
+0.5%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.5M
|
+$8.97M
|
+185,343
|
+39%
|
|
|
11
|
Bensler
Bellevue,
Washington
|
$30.4M
|
+$589K
|
+12,174
|
+2%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$30.3M
|
+$27.2M
|
+561,330
|
+722%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.4M
|
-$4.06M
|
-83,878
|
-12%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.8M
|
+$3.19M
|
+65,860
|
+14%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.3M
|
+$2.05M
|
+42,253
|
+9%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$24.1M
|
-$20.2M
|
-417,446
|
-45%
|
|
|
17
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$21.5M
|
-$37.1K
|
-767
|
-0.2%
|
|
|
18
|
Courier Capital
Buffalo,
New York
|
$21.1M
|
-$261K
|
-5,397
|
-1%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$21M
|
+$1.51M
|
+31,221
|
+8%
|
|
|
20
|
Renaissance Technologies
New York
|
$19.7M
|
+$20.1M
|
+415,100
|
New
|
|
|
21
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$18.7M
|
-$558K
|
-11,535
|
-3%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.6M
|
+$2.08M
|
+42,989
|
+13%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$16.6M
|
+$12.2M
|
+252,862
|
+260%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$15.8M
|
+$14.2M
|
+293,280
|
+714%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$15.1M
|
+$5.48M
|
+113,258
|
+55%
|
|
