|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.59B
|
+$302M
|
+10,771,991
|
+13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.12B
|
+$281M
|
+10,032,609
|
+15%
|
|
|
3
|
|
$850M
|
-$217M
|
-7,740,548
|
-20%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$734M
|
+$44.5M
|
+1,587,211
|
+6%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$575M
|
+$27.7M
|
+988,815
|
+5%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$572M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$392M
|
+$43M
|
+1,531,966
|
+12%
|
|
|
8
|
Jordan Park Group
San Francisco,
California
|
$356M
|
+$278M
|
+9,903,984
|
+352%
|
|
|
9
|
|
$327M
|
+$11.2M
|
+400,961
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$260M
|
+$64.6M
|
+2,304,519
|
+33%
|
|
|
11
|
|
$235M
|
+$15.1M
|
+538,313
|
+7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$217M
|
-$42.1M
|
-1,500,853
|
-16%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$216M
|
+$23.9M
|
+853,370
|
+12%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$181M
|
-$321M
|
-11,444,741
|
-64%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$174M
|
+$39.6M
|
+1,412,493
|
+29%
|
|
|
16
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$173M
|
+$107M
|
+3,802,271
|
+159%
|
|
|
17
|
Park Avenue Securities
New York
|
$169M
|
+$9.95M
|
+354,966
|
+6%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$142M
|
+$15.7M
|
+559,304
|
+12%
|
|
|
19
|
ETrade Capital Management
Arlington,
Virginia
|
$134M
|
+$30.6M
|
+1,093,090
|
+29%
|
|
|
20
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$127M
|
+$126M
|
+4,500,287
|
+10,488%
|
|
|
21
|
Wealthspire Advisors (New York)
New York
|
$124M
|
-$12.2M
|
-434,720
|
-9%
|
|
|
22
|
Cobblestone Capital Advisors
Rochester,
New York
|
$117M
|
+$19M
|
+676,216
|
+19%
|
|
|
23
|
|
$101M
|
+$99.2M
|
+3,536,694
|
+5,991%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$94.4M
|
+$6.83M
|
+243,528
|
+17%
|
|
|
25
|
Synovus Financial
Columbus,
Georgia
|
$89.4M
|
+$6.57M
|
+234,442
|
+8%
|
|
