|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.29B
|
-$279M
|
-9,969,931
|
-11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.84B
|
+$178M
|
+6,368,050
|
+11%
|
|
|
3
|
|
$1.07B
|
+$267M
|
+9,530,041
|
+33%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$691M
|
+$141M
|
+5,043,990
|
+26%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$572M
|
–
|
–
|
–
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$548M
|
+$66.5M
|
+2,377,071
|
+14%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$501M
|
-$1.34B
|
-48,023,791
|
-73%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$349M
|
-$76.4M
|
-2,732,081
|
-18%
|
|
|
9
|
|
$316M
|
-$125M
|
-4,470,352
|
-28%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$259M
|
-$1.14B
|
-40,874,659
|
-82%
|
|
|
11
|
|
$221M
|
-$4.19M
|
-149,658
|
-2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$195M
|
+$55.4M
|
+1,978,928
|
+39%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$193M
|
-$62.2M
|
-2,221,796
|
-24%
|
|
|
14
|
Park Avenue Securities
New York
|
$159M
|
-$59M
|
-2,110,261
|
-27%
|
|
|
15
|
3EDGE Asset Management
Naples,
Florida
|
$139M
|
-$213K
|
-7,613
|
-0.2%
|
|
|
16
|
Wealthspire Advisors (New York)
New York
|
$136M
|
-$16.9M
|
-603,060
|
-11%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$131M
|
+$15.4M
|
+551,497
|
+13%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$127M
|
-$33M
|
-1,179,423
|
-21%
|
|
|
19
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$108M
|
+$108M
|
+3,873,814
|
New
|
|
|
20
|
ETrade Capital Management
Arlington,
Virginia
|
$104M
|
+$4.44M
|
+158,732
|
+4%
|
|
|
21
|
Cobblestone Capital Advisors
Rochester,
New York
|
$97.8M
|
+$5.62M
|
+200,877
|
+6%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$95.1M
|
+$74.7M
|
+2,671,844
|
+368%
|
|
|
23
|
Synovus Financial
Columbus,
Georgia
|
$83M
|
-$54.5M
|
-1,947,017
|
-40%
|
|
|
24
|
Jordan Park Group
San Francisco,
California
|
$78.8M
|
+$5.73M
|
+204,695
|
+8%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$74.8M
|
+$4.55M
|
+162,565
|
+6%
|
|
