|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.57B
|
+$297M
|
+11,254,844
|
+9%
|
|
|
2
|
|
$2.29B
|
+$1.44B
|
+54,390,034
|
+171%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.6B
|
+$10.4M
|
+393,975
|
+0.7%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$715M
|
-$14.3M
|
-541,338
|
-2%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$667M
|
+$12.9M
|
+488,002
|
+2%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$572M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$516M
|
+$22M
|
+834,160
|
+4%
|
|
|
8
|
|
$410M
|
+$2.41M
|
+91,288
|
+0.6%
|
|
|
9
|
|
$400M
|
+$20.9M
|
+793,342
|
+6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$312M
|
+$43M
|
+1,629,548
|
+16%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$274M
|
-$14.9M
|
-564,773
|
-5%
|
|
|
12
|
Jordan Park Group
San Francisco,
California
|
$253M
|
+$142M
|
+5,371,847
|
+130%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$251M
|
+$4.72M
|
+178,789
|
+2%
|
|
|
14
|
Park Avenue Securities
New York
|
$225M
|
+$18.2M
|
+689,952
|
+9%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$221M
|
+$13.6M
|
+514,259
|
+7%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$166M
|
-$7.15M
|
-271,079
|
-4%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$157M
|
-$10.6M
|
-399,897
|
-6%
|
|
|
18
|
Cobblestone Capital Advisors
Rochester,
New York
|
$143M
|
+$9.94M
|
+376,534
|
+8%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$132M
|
+$5.87M
|
+222,500
|
+5%
|
|
|
20
|
55I LLC
Boston,
Massachusetts
|
$128M
|
+$30.3M
|
+1,146,289
|
+31%
|
|
|
21
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$120M
|
+$119M
|
+4,506,707
|
New
|
|
|
22
|
TownSquare Capital
Provo,
Utah
|
$95.1M
|
+$91.8M
|
+3,478,248
|
+4,157%
|
|
|
23
|
Synovus Financial
Columbus,
Georgia
|
$95.1M
|
+$4.16M
|
+157,462
|
+5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$89M
|
+$3.71M
|
+140,448
|
+4%
|
|
|
25
|
Bank of New York Mellon
New York
|
$83.1M
|
+$12.2M
|
+462,479
|
+17%
|
|
