|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.58B
|
+$58.9M
|
+2,135,636
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.18B
|
+$123M
|
+4,446,475
|
+6%
|
|
|
3
|
|
$852M
|
+$25.9M
|
+937,632
|
+3%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$672M
|
-$44.4M
|
-1,610,271
|
-6%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$633M
|
+$73.6M
|
+2,668,373
|
+13%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$572M
|
–
|
–
|
–
|
|
|
7
|
|
$401M
|
+$174M
|
+6,321,631
|
+75%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$360M
|
-$21.8M
|
-789,327
|
-6%
|
|
|
9
|
|
$303M
|
-$16.1M
|
-581,859
|
-5%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$271M
|
+$103M
|
+3,744,442
|
+60%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$233M
|
-$20.5M
|
-741,953
|
-8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$208M
|
-$3.08M
|
-111,811
|
-1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$206M
|
-$5.04M
|
-182,642
|
-2%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$168M
|
-$8.07M
|
-292,694
|
-5%
|
|
|
15
|
Park Avenue Securities
New York
|
$155M
|
-$9.67M
|
-350,592
|
-6%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$154M
|
+$15.7M
|
+568,504
|
+11%
|
|
|
17
|
Cobblestone Capital Advisors
Rochester,
New York
|
$120M
|
+$6.31M
|
+228,835
|
+5%
|
|
|
18
|
Asset Management One
Tokyo,
Japan
|
$113M
|
+$68.8M
|
+2,495,000
|
+152%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$102M
|
-$19M
|
-687,459
|
-15%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$91.6M
|
+$11.1M
|
+403,365
|
+14%
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$87.7M
|
+$544K
|
+19,721
|
+0.6%
|
|
|
22
|
Model Capital Management
Wellesley,
Massachusetts
|
$81.6M
|
+$81.2M
|
+2,943,055
|
+5,565%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$74.2M
|
+$3.96M
|
+143,381
|
+6%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$74.2M
|
-$862K
|
-31,228
|
-1%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$72.5M
|
-$600K
|
-21,737
|
-1%
|
|
