|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.43B
|
+$1.61B
|
+69,509,114
|
+24%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.99B
|
+$640M
|
+27,720,388
|
+28%
|
|
|
3
|
|
$2.17B
|
-$93.2M
|
-4,036,253
|
-4%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$1.83B
|
+$95.2M
|
+4,121,942
|
+6%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$1.3B
|
+$178M
|
+7,715,170
|
+16%
|
|
|
6
|
|
$524M
|
+$9.67M
|
+418,812
|
+2%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$494M
|
+$9.5M
|
+411,344
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$469M
|
+$106M
|
+4,607,084
|
+30%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$430M
|
+$34.5M
|
+1,495,016
|
+9%
|
|
|
10
|
|
$322M
|
+$29.1M
|
+1,260,804
|
+10%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$320M
|
-$1.22M
|
-52,806
|
-0.4%
|
|
|
12
|
SCS Capital Management
Boston,
Massachusetts
|
$315M
|
+$47M
|
+2,036,696
|
+18%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$284M
|
-$38.1M
|
-1,649,748
|
-12%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$197M
|
+$50.1M
|
+2,169,573
|
+35%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$169M
|
+$20.5M
|
+887,311
|
+14%
|
|
|
16
|
Temasek Holdings
Singapore
|
$148M
|
-$143M
|
-6,203,000
|
-49%
|
|
|
17
|
Park Avenue Securities
New York
|
$143M
|
+$58.4M
|
+2,527,823
|
+71%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$141M
|
+$1.09M
|
+47,300
|
+0.8%
|
|
|
19
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$124M
|
+$3.11M
|
+134,740
|
+3%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$114M
|
+$13.3M
|
+577,579
|
+13%
|
|
|
21
|
TownSquare Capital
Provo,
Utah
|
$107M
|
+$6.02M
|
+260,491
|
+6%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$104M
|
+$15.6M
|
+674,725
|
+18%
|
|
|
23
|
EP Wealth Advisors
Torrance,
California
|
$85.3M
|
-$29.3M
|
-1,268,508
|
-61%
|
|
|
24
|
Jordan Park Group
San Francisco,
California
|
$83.9M
|
+$24.7M
|
+1,071,407
|
+43%
|
|
|
25
|
Cobblestone Capital Advisors
Rochester,
New York
|
$79.7M
|
-$21.9M
|
-948,631
|
-22%
|
|
