|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.12B
|
+$684M
|
+26,998,147
|
+29%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.78B
|
+$550M
|
+21,726,426
|
+46%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.04B
|
-$306M
|
-12,100,970
|
-23%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$996M
|
+$961M
|
+37,959,574
|
+6,256%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$572M
|
–
|
–
|
–
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$546M
|
+$45.6M
|
+1,802,279
|
+9%
|
|
|
7
|
Suntrust Banks
Atlanta,
Georgia
|
$504M
|
-$5.94M
|
-234,624
|
-1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$208M
|
+$111M
|
+4,396,791
|
+120%
|
|
|
9
|
|
$198M
|
+$101M
|
+3,976,276
|
+107%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$175M
|
+$4.04M
|
+159,492
|
+2%
|
|
|
11
|
Park Avenue Securities
New York
|
$159M
|
+$68.7M
|
+2,711,845
|
+79%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$148M
|
+$83.5M
|
+3,298,120
|
+136%
|
|
|
13
|
|
$128M
|
+$82.4M
|
+3,252,939
|
+192%
|
|
|
14
|
3EDGE Asset Management
Naples,
Florida
|
$124M
|
+$49.8M
|
+1,968,499
|
+70%
|
|
|
15
|
|
$116M
|
+$37.4M
|
+1,478,930
|
+49%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$113M
|
+$57.8M
|
+2,284,636
|
+110%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$105M
|
+$18.6M
|
+735,554
|
+22%
|
|
|
18
|
Cobblestone Capital Advisors
Rochester,
New York
|
$95.6M
|
-$426K
|
-16,830
|
-0.5%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$92M
|
+$24M
|
+946,493
|
+36%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$77.3M
|
+$39.7M
|
+1,566,182
|
+110%
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$62.8M
|
+$426K
|
+16,829
|
+0.7%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$53M
|
+$23.8M
|
+940,213
|
+84%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$49.7M
|
+$23.1M
|
+913,122
|
+90%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$42M
|
+$10.1M
|
+397,268
|
+32%
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$42M
|
-$1.06M
|
-41,840
|
-3%
|
|
