|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.3B
|
+$182M
|
+6,887,384
|
+6%
|
|
|
2
|
|
$1.69B
|
-$91.6M
|
-3,460,259
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.43B
|
+$16.6M
|
+628,092
|
+1%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$732M
|
-$12M
|
-455,094
|
-2%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$688M
|
+$17M
|
+642,016
|
+3%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$566M
|
+$562M
|
+21,224,567
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$527M
|
+$51.2M
|
+1,933,873
|
+11%
|
|
|
8
|
|
$442M
|
+$140M
|
+5,303,739
|
+47%
|
|
|
9
|
|
$414M
|
+$37.9M
|
+1,431,618
|
+10%
|
|
|
10
|
Jordan Park Group
San Francisco,
California
|
$337M
|
+$14.9M
|
+561,358
|
+5%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$316M
|
+$23.3M
|
+881,877
|
+8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$251M
|
+$8.24M
|
+311,310
|
+3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$250M
|
-$5.22M
|
-197,240
|
-2%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$190M
|
+$8.34M
|
+314,807
|
+5%
|
|
|
15
|
Temasek Holdings
Singapore
|
$189M
|
-$55M
|
-2,077,738
|
-23%
|
|
|
16
|
Park Avenue Securities
New York
|
$180M
|
+$7.67M
|
+289,528
|
+4%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$167M
|
+$2.3M
|
+86,954
|
+1%
|
|
|
18
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$159M
|
–
|
–
|
–
|
|
|
19
|
Cobblestone Capital Advisors
Rochester,
New York
|
$155M
|
+$7.3M
|
+275,701
|
+5%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$144M
|
-$2.59M
|
-97,906
|
-2%
|
|
|
21
|
3EDGE Asset Management
Naples,
Florida
|
$133M
|
+$70.4M
|
+2,658,478
|
+114%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$121M
|
+$3.71M
|
+140,146
|
+3%
|
|
|
23
|
TownSquare Capital
Provo,
Utah
|
$120M
|
+$20.1M
|
+760,639
|
+20%
|
|
|
24
|
55I LLC
Boston,
Massachusetts
|
$107M
|
+$10.8M
|
+409,475
|
+11%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$97M
|
-$1.13M
|
-42,569
|
-1%
|
|
