|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.51B
|
+$440M
|
+17,187,737
|
+14%
|
|
|
2
|
|
$1.33B
|
-$257M
|
-10,022,916
|
-16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.29B
|
-$50.6M
|
-1,974,608
|
-4%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$834M
|
+$155M
|
+6,048,288
|
+22%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$620M
|
-$22.2M
|
-868,559
|
-3%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$598M
|
+$71M
|
+2,771,898
|
+13%
|
|
|
7
|
|
$578M
|
+$197M
|
+7,681,426
|
+49%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$561M
|
+$70.8M
|
+2,766,436
|
+14%
|
|
|
9
|
Temasek Holdings
Singapore
|
$419M
|
+$249M
|
+9,729,430
|
+137%
|
|
|
10
|
|
$390M
|
-$23.3M
|
-910,567
|
-5%
|
|
|
11
|
Jordan Park Group
San Francisco,
California
|
$372M
|
+$58.7M
|
+2,293,309
|
+18%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$337M
|
+$43.3M
|
+1,692,241
|
+14%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$246M
|
+$31.9M
|
+1,244,852
|
+13%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$195M
|
+$18.1M
|
+705,479
|
+10%
|
|
|
15
|
Park Avenue Securities
New York
|
$188M
|
+$20.2M
|
+790,070
|
+12%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$169M
|
-$67.5M
|
-2,637,349
|
-28%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$169M
|
+$145M
|
+5,671,470
|
+519%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$151M
|
-$5.75M
|
-224,451
|
-4%
|
|
|
19
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$146M
|
+$152M
|
+5,944,181
|
New
|
|
|
20
|
Cobblestone Capital Advisors
Rochester,
New York
|
$144M
|
-$933K
|
-36,425
|
-0.6%
|
|
|
21
|
3EDGE Asset Management
Naples,
Florida
|
$127M
|
+$2.67M
|
+104,369
|
+2%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$126M
|
+$13.6M
|
+532,285
|
+12%
|
|
|
23
|
TownSquare Capital
Provo,
Utah
|
$114M
|
+$1.94M
|
+75,936
|
+2%
|
|
|
24
|
55I LLC
Boston,
Massachusetts
|
$114M
|
+$13.9M
|
+543,532
|
+14%
|
|
|
25
|
Synovus Financial
Columbus,
Georgia
|
$90.3M
|
+$112K
|
+4,357
|
+0.1%
|
|
