|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.36B
|
+$50.4M
|
+619,457
|
+2%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$877M
|
+$261M
|
+3,206,544
|
+47%
|
|
|
3
|
|
$744M
|
+$124M
|
+1,530,035
|
+22%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$741M
|
+$119M
|
+1,463,733
|
+21%
|
|
|
5
|
Natixis Advisors
Boston,
Massachusetts
|
$632M
|
+$98.3M
|
+1,208,964
|
+20%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$396M
|
+$368M
|
+4,528,560
|
+36,941%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$263M
|
+$183M
|
+2,250,099
|
+294%
|
|
|
8
|
NEOS Investment Management
Westport,
Connecticut
|
$204M
|
+$30.3M
|
+372,845
|
+19%
|
|
|
9
|
|
$177M
|
+$41.4M
|
+509,529
|
+34%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$148M
|
+$14.7M
|
+180,854
|
+12%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$121M
|
+$12.3M
|
+150,979
|
+12%
|
|
|
12
|
|
$102M
|
+$29.4M
|
+361,727
|
+45%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$75M
|
+$6.18M
|
+75,939
|
+10%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$51.4M
|
-$3.5M
|
-42,998
|
-7%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$50.8M
|
-$15.6M
|
-192,064
|
-25%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.4M
|
+$2.55M
|
+31,332
|
+6%
|
|
|
17
|
Venturi Wealth Management
Austin,
Texas
|
$43.3M
|
-$17.6M
|
-216,005
|
-30%
|
|
|
18
|
Evoke Wealth
Los Angeles,
California
|
$42.6M
|
-$923K
|
-11,342
|
-2%
|
|
|
19
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$32.5M
|
+$23.1K
|
+284
|
+0.1%
|
|
|
20
|
CSM Advisors
Warrendale,
Pennsylvania
|
$28.2M
|
-$521K
|
-6,402
|
-2%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$27.4M
|
+$3.2M
|
+39,380
|
+14%
|
|
|
22
|
|
$27.3M
|
+$6.59M
|
+81,000
|
+35%
|
|
|
23
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$26.9M
|
+$9.97M
|
+122,568
|
+66%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$24.5M
|
-$61.2K
|
-753
|
-0.3%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$24.2M
|
-$9.3M
|
-114,292
|
-29%
|
|
