|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.48B
|
+$1.29B
|
+23,642,202
|
+425%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.16B
|
+$121M
|
+2,221,602
|
+11%
|
|
|
3
|
Wealthsimple
Toronto,
Ontario, Canada
|
$638M
|
+$11.6M
|
+211,582
|
+2%
|
|
|
4
|
|
$390M
|
+$27.6M
|
+505,833
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$267M
|
+$35.3M
|
+646,800
|
+14%
|
|
|
6
|
|
$256M
|
+$37.7M
|
+690,179
|
+16%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$189M
|
+$39.9M
|
+730,953
|
+24%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$120M
|
+$14.6M
|
+266,924
|
+13%
|
|
|
9
|
Park Avenue Securities
New York
|
$111M
|
+$9.36M
|
+171,278
|
+8%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$84.5M
|
+$905K
|
+16,562
|
+1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$80.4M
|
+$5.76M
|
+105,460
|
+7%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$61.8M
|
+$8.58M
|
+156,967
|
+15%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$59.9M
|
+$13.1M
|
+239,337
|
+25%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$59.5M
|
+$6.9M
|
+126,356
|
+12%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$57.8M
|
+$11.6M
|
+212,161
|
+23%
|
|
|
16
|
55I LLC
Boston,
Massachusetts
|
$53.9M
|
+$5.04M
|
+92,345
|
+10%
|
|
|
17
|
Wharton Business Group
Malvern,
Pennsylvania
|
$51.7M
|
+$1.44M
|
+26,395
|
+3%
|
|
|
18
|
Teacher Retirement System of Texas
Austin,
Texas
|
$46.4M
|
-$5.69M
|
-104,069
|
-10%
|
|
|
19
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$40.4M
|
+$3.97M
|
+72,728
|
+10%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$40.1M
|
-$7.89M
|
-144,425
|
-15%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40M
|
+$12.9M
|
+237,003
|
+43%
|
|
|
22
|
Bank of New York Mellon
New York
|
$33.4M
|
+$2.03M
|
+37,127
|
+6%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$30.8M
|
-$613K
|
-11,221
|
-2%
|
|
|
24
|
WealthSource Partners
San Luis Obispo,
California
|
$29.7M
|
+$6.58M
|
+120,492
|
+26%
|
|
|
25
|
New York Life Investment Management
New York
|
$29.3M
|
+$6.16M
|
+112,772
|
+24%
|
|
