|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.43B
|
+$191M
|
+7,309,762
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.54B
|
+$539M
|
+20,651,659
|
+27%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$1.44B
|
+$89.3M
|
+3,418,790
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.15B
|
-$360M
|
-13,801,054
|
-24%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$572M
|
–
|
–
|
–
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$519M
|
+$522M
|
+19,993,852
|
New
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$514M
|
-$16.3M
|
-623,559
|
-3%
|
|
|
8
|
|
$475M
|
+$239M
|
+9,166,483
|
+100%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$338M
|
+$89.9M
|
+3,441,706
|
+36%
|
|
|
10
|
Park Avenue Securities
New York
|
$224M
|
+$53.6M
|
+2,052,796
|
+31%
|
|
|
11
|
SCS Capital Management
Boston,
Massachusetts
|
$199M
|
+$201M
|
+7,680,432
|
New
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$179M
|
-$5.04M
|
-192,859
|
-3%
|
|
|
13
|
|
$169M
|
+$27.9M
|
+1,067,915
|
+20%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$166M
|
+$44.2M
|
+1,690,891
|
+36%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$154M
|
+$64.3M
|
+2,463,707
|
+71%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$134M
|
+$14.9M
|
+571,121
|
+12%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$121M
|
+$18.1M
|
+691,135
|
+17%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$109M
|
+$12.1M
|
+464,712
|
+12%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$107M
|
+$43M
|
+1,645,846
|
+66%
|
|
|
20
|
Cobblestone Capital Advisors
Rochester,
New York
|
$98M
|
+$5.76M
|
+220,594
|
+6%
|
|
|
21
|
3EDGE Asset Management
Naples,
Florida
|
$89.1M
|
-$41.7M
|
-1,598,314
|
-32%
|
|
|
22
|
Jordan Park Group
San Francisco,
California
|
$82.1M
|
+$51.1M
|
+1,954,746
|
+161%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$81.7M
|
+$21.6M
|
+825,860
|
+36%
|
|
|
24
|
ETrade Capital Management
Arlington,
Virginia
|
$73.2M
|
+$48.1M
|
+1,840,812
|
+188%
|
|
|
25
|
Synovus Financial
Columbus,
Georgia
|
$69M
|
+$5.25M
|
+200,985
|
+8%
|
|
