|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.46B
|
-$51.3M
|
-559,994
|
-3%
|
|
|
2
|
|
$1.32B
|
-$101M
|
-1,105,141
|
-7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$861M
|
+$13.1M
|
+142,795
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$751M
|
+$132M
|
+1,442,179
|
+21%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$637M
|
-$630M
|
-6,880,032
|
-50%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$634M
|
+$39.3M
|
+429,329
|
+7%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$558M
|
-$3.47M
|
-37,880
|
-0.6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$526M
|
-$130M
|
-1,422,999
|
-20%
|
|
|
9
|
Capital Wealth Planning
Naples,
Florida
|
$452M
|
+$32.6M
|
+355,899
|
+8%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$451M
|
+$4.68M
|
+51,092
|
+1%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$406M
|
+$2.95M
|
+32,151
|
+0.7%
|
|
|
12
|
Capital International Investors
Los Angeles,
California
|
$313M
|
-$67.8M
|
-740,579
|
-18%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$303M
|
+$112M
|
+1,226,143
|
+59%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$260M
|
-$210M
|
-2,292,749
|
-45%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$244M
|
-$54.4M
|
-593,803
|
-18%
|
|
|
16
|
Eagle Capital Management (New York)
New York
|
$242M
|
+$73.1M
|
+797,711
|
+43%
|
|
|
17
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$203M
|
-$1.44B
|
-15,668,512
|
-88%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$173M
|
-$16.7M
|
-181,938
|
-9%
|
|
|
19
|
Sandhill Capital Partners
Buffalo,
New York
|
$171M
|
+$45.4M
|
+495,718
|
+36%
|
|
|
20
|
Oppenheimer Asset Management
New York
|
$163M
|
+$1.62M
|
+17,667
|
+1%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$159M
|
-$49.3M
|
-537,920
|
-24%
|
|
|
22
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$150M
|
-$14.2M
|
-154,919
|
-9%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$139M
|
+$3.65M
|
+39,834
|
+3%
|
|
|
24
|
Howard Capital Management
Roswell,
Georgia
|
$136M
|
-$1.62M
|
-17,721
|
-1%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$128M
|
-$8.91M
|
-97,297
|
-7%
|
|
