|
1
|
|
$314M
|
+$244M
|
+3,457,628
|
+671%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$96.4M
|
+$10M
|
+141,862
|
+13%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$93.2M
|
+$23M
|
+324,960
|
+38%
|
|
|
4
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$91.9M
|
+$37.9M
|
+535,626
|
+86%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$84.5M
|
+$792K
|
+11,208
|
+1%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$69.2M
|
+$11.9M
|
+168,714
|
+24%
|
|
|
7
|
|
$68.5M
|
-$10.5M
|
-148,806
|
-15%
|
|
|
8
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$51.8M
|
+$15.7M
|
+221,768
|
+51%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$49.4M
|
-$4.76M
|
-67,288
|
-10%
|
|
|
10
|
Austin Private Wealth
Austin,
Texas
|
$49.1M
|
+$676K
|
+9,572
|
+2%
|
|
|
11
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$48.4M
|
-$5.71M
|
-80,860
|
-12%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$46.9M
|
+$229K
|
+3,234
|
+0.5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$38.6M
|
+$1.76M
|
+24,912
|
+5%
|
|
|
14
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$34.4M
|
+$7.56M
|
+106,910
|
+33%
|
|
|
15
|
|
$27.5M
|
+$7.7M
|
+108,956
|
+46%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$27.2M
|
+$7.32M
|
+103,598
|
+43%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$20.9M
|
+$536K
|
+7,582
|
+3%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.1M
|
+$9.94M
|
+140,628
|
+160%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$16.3M
|
+$11.7M
|
+165,624
|
+409%
|
|
|
20
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$14.6M
|
-$1.16M
|
-16,348
|
-8%
|
|
|
21
|
Comprehensive Financial Management
Los Gatos,
California
|
$14.2M
|
–
|
–
|
–
|
|
|
22
|
Waverly Advisors
Birmingham,
Alabama
|
$13.7M
|
-$99.9K
|
-1,414
|
-0.9%
|
|
|
23
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$13M
|
+$9.89M
|
+140,000
|
+583%
|
|
|
24
|
LVW Advisors
Pittsford,
New York
|
$12M
|
+$1.41K
|
+20
|
+0%
|
|
|
25
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$11.4M
|
–
|
–
|
–
|
|
