|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.37B
|
-$192M
|
-7,737,105
|
-8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.32B
|
+$508M
|
+20,432,091
|
+64%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.19B
|
+$376M
|
+15,127,856
|
+47%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$572M
|
+$508M
|
+20,416,086
|
+1,854%
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
$499M
|
-$2.67M
|
-107,327
|
-0.5%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$489M
|
+$42.6M
|
+1,712,357
|
+10%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$167M
|
+$10.3M
|
+415,653
|
+7%
|
|
|
8
|
Cobblestone Capital Advisors
Rochester,
New York
|
$93.9M
|
+$5.16M
|
+207,627
|
+6%
|
|
|
9
|
|
$93.4M
|
+$47.6M
|
+1,913,553
|
+107%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$92.4M
|
+$60M
|
+2,413,029
|
+193%
|
|
|
11
|
Park Avenue Securities
New York
|
$85.9M
|
+$48.9M
|
+1,966,230
|
+134%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$84.5M
|
+$10.8M
|
+433,025
|
+15%
|
|
|
13
|
|
$75.8M
|
+$20.3M
|
+817,305
|
+37%
|
|
|
14
|
3EDGE Asset Management
Naples,
Florida
|
$71.5M
|
-$5.01M
|
-201,472
|
-7%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$66.1M
|
-$8.71M
|
-350,480
|
-12%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$61.2M
|
+$12.4M
|
+497,265
|
+26%
|
|
|
17
|
Synovus Financial
Columbus,
Georgia
|
$61M
|
+$57.9M
|
+2,327,417
|
+2,617%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$52.5M
|
+$35.8M
|
+1,438,361
|
+224%
|
|
|
19
|
|
$44.3M
|
+$40.5M
|
+1,628,613
|
+1,287%
|
|
|
20
|
|
$42.7M
|
-$212M
|
-8,525,504
|
-83%
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$42.1M
|
-$52.3M
|
-2,105,036
|
-56%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$36.1M
|
+$23.7M
|
+952,842
|
+200%
|
|
|
23
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$34.6M
|
+$33.2M
|
+1,336,838
|
+3,776%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$31.1M
|
+$29.8M
|
+1,199,475
|
+3,805%
|
|
|
25
|
SFMG Wealth Advisors
Plano,
Texas
|
$29.9M
|
+$29.5M
|
+1,184,808
|
New
|
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