|
1
|
|
$1.57B
|
+$254M
|
+2,767,731
|
+19%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.5B
|
+$32.9M
|
+359,321
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$915M
|
+$54.1M
|
+590,240
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$693M
|
+$55.8M
|
+609,516
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$631M
|
-$119M
|
-1,303,490
|
-16%
|
|
|
6
|
Capital Wealth Planning
Naples,
Florida
|
$540M
|
+$87.4M
|
+954,437
|
+19%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$530M
|
+$3.51M
|
+38,289
|
+0.7%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$479M
|
-$78.8M
|
-860,293
|
-14%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$469M
|
+$18.5M
|
+202,414
|
+4%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$410M
|
+$4.68M
|
+51,035
|
+1%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$345M
|
-$288M
|
-3,144,938
|
-46%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$289M
|
-$14.2M
|
-154,746
|
-5%
|
|
|
13
|
Capital International Investors
Los Angeles,
California
|
$278M
|
-$35.4M
|
-386,876
|
-11%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$259M
|
-$1.01M
|
-11,008
|
-0.4%
|
|
|
15
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$204M
|
+$383K
|
+4,182
|
+0.2%
|
|
|
16
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$197M
|
+$45.8M
|
+500,411
|
+31%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$181M
|
-$62.1M
|
-678,343
|
-26%
|
|
|
18
|
Oppenheimer Asset Management
New York
|
$180M
|
+$16.5M
|
+180,139
|
+10%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$169M
|
-$4.51M
|
-49,235
|
-3%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$158M
|
-$1.25M
|
-13,693
|
-0.8%
|
|
|
21
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$152M
|
+$41.4M
|
+451,358
|
+37%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$139M
|
+$12.1M
|
+132,098
|
+10%
|
|
|
23
|
Howard Capital Management
Roswell,
Georgia
|
$138M
|
+$1.87M
|
+20,378
|
+1%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$136M
|
+$8M
|
+87,318
|
+6%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$108M
|
+$8.23M
|
+89,794
|
+8%
|
|
