|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.22B
|
+$752M
|
+28,127,858
|
+30%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.56B
|
-$545M
|
-20,397,667
|
-25%
|
|
|
3
|
|
$834M
|
+$14.6M
|
+545,049
|
+2%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$718M
|
+$73.3M
|
+2,744,459
|
+11%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$644M
|
+$36M
|
+1,348,415
|
+6%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$572M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$486M
|
+$143M
|
+5,334,064
|
+40%
|
|
|
8
|
|
$401M
|
+$112M
|
+4,210,173
|
+38%
|
|
|
9
|
|
$373M
|
-$13.5M
|
-507,101
|
-3%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$284M
|
+$23.9M
|
+894,357
|
+9%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$265M
|
+$67.8M
|
+2,537,109
|
+34%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$242M
|
+$18.8M
|
+703,563
|
+8%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$204M
|
+$57M
|
+2,132,607
|
+38%
|
|
|
14
|
Park Avenue Securities
New York
|
$204M
|
+$55.9M
|
+2,092,665
|
+37%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$170M
|
-$30.7M
|
-1,150,056
|
-15%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$165M
|
+$3.35M
|
+125,285
|
+2%
|
|
|
17
|
Cobblestone Capital Advisors
Rochester,
New York
|
$131M
|
+$15.9M
|
+594,183
|
+14%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$124M
|
+$36.8M
|
+1,376,002
|
+41%
|
|
|
19
|
Model Capital Management
Wellesley,
Massachusetts
|
$97.2M
|
+$19.1M
|
+715,985
|
+24%
|
|
|
20
|
55I LLC
Boston,
Massachusetts
|
$96.1M
|
+$45M
|
+1,683,664
|
+85%
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$89.5M
|
+$5.29M
|
+197,858
|
+6%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$87M
|
+$9.84M
|
+368,134
|
+22%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$83.9M
|
+$12.8M
|
+479,801
|
+18%
|
|
|
24
|
Wealthspire Advisors (New York)
New York
|
$79.3M
|
-$19.2M
|
-720,070
|
-19%
|
|
|
25
|
Bank of New York Mellon
New York
|
$69.7M
|
+$27.1M
|
+1,016,052
|
+62%
|
|
