|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15B
|
+$1.15B
|
+19,980,232
|
+2,739%
|
|
|
2
|
Wealthsimple
Toronto,
Ontario, Canada
|
$686M
|
+$1.01M
|
+17,526
|
+0.1%
|
|
|
3
|
|
$398M
|
+$194M
|
+3,365,124
|
+88%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$308M
|
+$60.9M
|
+1,054,483
|
+23%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$256M
|
+$226M
|
+3,911,862
|
+547%
|
|
|
6
|
|
$241M
|
+$130M
|
+2,248,486
|
+107%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$166M
|
+$173M
|
+2,994,868
|
+223,999%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$116M
|
+$108M
|
+1,868,256
|
+809%
|
|
|
9
|
Park Avenue Securities
New York
|
$112M
|
+$116M
|
+2,015,442
|
New
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$91.5M
|
+$71.7M
|
+1,241,285
|
+303%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$82.1M
|
+$9.74M
|
+168,587
|
+13%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$58.9M
|
+$57.7M
|
+1,000,022
|
+1,607%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$58.1M
|
+$1.26M
|
+21,740
|
+2%
|
|
|
14
|
Teacher Retirement System of Texas
Austin,
Texas
|
$56.5M
|
-$9.24M
|
-159,981
|
-14%
|
|
|
15
|
Wharton Business Group
Malvern,
Pennsylvania
|
$55.1M
|
+$11.6M
|
+201,721
|
+25%
|
|
|
16
|
55I LLC
Boston,
Massachusetts
|
$53.9M
|
+$56.1M
|
+972,039
|
New
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$52.2M
|
+$7.34M
|
+127,096
|
+16%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$51.9M
|
-$14.1M
|
-243,337
|
-21%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$51.5M
|
+$18.5M
|
+319,788
|
+52%
|
|
|
20
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$40.2M
|
+$1.24M
|
+21,390
|
+3%
|
|
|
21
|
Bank of New York Mellon
New York
|
$34.4M
|
+$35.9M
|
+621,221
|
New
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$34.3M
|
+$6.23M
|
+107,801
|
+21%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.6M
|
+$14.4M
|
+249,935
|
+83%
|
|
|
24
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$28.1M
|
+$1.73M
|
+29,934
|
+6%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$26.4M
|
+$13.8M
|
+238,508
|
+100%
|
|
