|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.65B
|
-$201M
|
-2,194,609
|
-11%
|
|
|
2
|
|
$1.14B
|
+$148M
|
+1,616,100
|
+15%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.06B
|
-$282M
|
-3,085,876
|
-21%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$915M
|
-$47.9M
|
-523,968
|
-5%
|
|
|
5
|
Horizon Investments
Charlotte,
North Carolina
|
$854M
|
-$278M
|
-3,039,446
|
-24%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$714M
|
+$227M
|
+2,481,743
|
+47%
|
|
|
7
|
PFS Investments
Duluth,
Georgia
|
$650M
|
-$205M
|
-2,235,890
|
-24%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$632M
|
-$195M
|
-2,134,590
|
-24%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$620M
|
+$82.7M
|
+903,724
|
+15%
|
|
|
10
|
|
$601M
|
+$479M
|
+5,233,877
|
+390%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$581M
|
+$307M
|
+3,357,251
|
+112%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$490M
|
-$25.5M
|
-278,861
|
-5%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$451M
|
+$56.8M
|
+620,757
|
+14%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$447M
|
+$122M
|
+1,330,247
|
+37%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$408M
|
-$59.5M
|
-649,757
|
-13%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$368M
|
+$368M
|
+4,019,092
|
+127,834%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$334M
|
+$7.02M
|
+76,751
|
+2%
|
|
|
18
|
Schroder Investment Management Group
London,
United Kingdom
|
$318M
|
-$114M
|
-1,245,978
|
-26%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$277M
|
-$167M
|
-1,826,146
|
-38%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$264M
|
+$83.2M
|
+909,313
|
+46%
|
|
|
21
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$230M
|
+$64.2M
|
+701,692
|
+39%
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$194M
|
+$2.53M
|
+27,665
|
+1%
|
|
|
23
|
Wedbush Securities
Los Angeles,
California
|
$192M
|
-$243K
|
-2,653
|
-0.1%
|
|
|
24
|
Ritholtz Wealth Management
New York
|
$169M
|
+$169M
|
+1,848,123
|
New
|
|
|
25
|
CWA Asset Management Group
Naples,
Florida
|
$158M
|
+$102M
|
+1,110,419
|
+180%
|
|
