|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.57B
|
-$157M
|
-5,846,054
|
-6%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$1.85B
|
+$280M
|
+10,439,365
|
+19%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.66B
|
-$1.95B
|
-72,810,738
|
-55%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.4B
|
+$151M
|
+5,630,154
|
+13%
|
|
|
5
|
|
$800M
|
+$752M
|
+28,038,964
|
+5,360%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$572M
|
–
|
–
|
–
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$550M
|
-$9.43M
|
-351,469
|
-2%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$479M
|
-$69.8M
|
-2,599,942
|
-13%
|
|
|
9
|
|
$442M
|
-$68.5M
|
-2,551,392
|
-14%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$426M
|
+$58.4M
|
+2,175,002
|
+17%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$237M
|
+$245M
|
+9,112,796
|
New
|
|
|
12
|
|
$225M
|
+$40.5M
|
+1,508,714
|
+23%
|
|
|
13
|
Park Avenue Securities
New York
|
$218M
|
-$23.2M
|
-866,166
|
-10%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$160M
|
-$6.5M
|
-242,249
|
-4%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$153M
|
-$38.6M
|
-1,440,050
|
-21%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$140M
|
-$4.62M
|
-172,032
|
-3%
|
|
|
17
|
3EDGE Asset Management
Naples,
Florida
|
$139M
|
+$41.3M
|
+1,537,907
|
+45%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$138M
|
+$9.01M
|
+335,886
|
+7%
|
|
|
19
|
Synovus Financial
Columbus,
Georgia
|
$138M
|
+$60.5M
|
+2,254,141
|
+85%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$119M
|
+$752K
|
+28,040
|
+0.7%
|
|
|
21
|
SFMG Wealth Advisors
Plano,
Texas
|
$108M
|
+$72.3M
|
+2,694,985
|
+234%
|
|
|
22
|
ETrade Capital Management
Arlington,
Virginia
|
$99.4M
|
+$19.5M
|
+728,334
|
+26%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$99M
|
+$10.2M
|
+381,579
|
+12%
|
|
|
24
|
Cobblestone Capital Advisors
Rochester,
New York
|
$92.3M
|
-$13M
|
-485,490
|
-13%
|
|
|
25
|
Jordan Park Group
San Francisco,
California
|
$73.1M
|
-$14.9M
|
-554,628
|
-18%
|
|
