|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.08B
|
+$846M
|
+15,708,102
|
+391%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$585M
|
+$217M
|
+4,023,470
|
+60%
|
|
|
3
|
Matson Money Inc
Mason,
Ohio
|
$557M
|
-$97M
|
-1,800,797
|
-15%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$510M
|
+$133M
|
+2,475,808
|
+36%
|
|
|
5
|
|
$431M
|
+$34.4M
|
+638,952
|
+9%
|
|
|
6
|
|
$405M
|
+$89M
|
+1,651,669
|
+29%
|
|
|
7
|
Members Trust
Tampa,
Florida
|
$402M
|
+$396M
|
+7,345,120
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$341M
|
+$78.1M
|
+1,450,003
|
+30%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$338M
|
+$121M
|
+2,237,101
|
+57%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$302M
|
+$32M
|
+593,670
|
+12%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$257M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$256M
|
+$216M
|
+4,004,096
|
+589%
|
|
|
13
|
EP Wealth Advisors
Torrance,
California
|
$251M
|
+$15.1M
|
+280,105
|
+6%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$246M
|
+$33.7M
|
+625,704
|
+16%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$232M
|
+$12.5M
|
+231,120
|
+6%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$210M
|
+$133M
|
+2,460,744
|
+178%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$181M
|
+$16.5M
|
+306,456
|
+10%
|
|
|
18
|
|
$177M
|
+$17.1M
|
+317,349
|
+11%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$166M
|
+$43.1M
|
+799,791
|
+36%
|
|
|
20
|
Soros Fund Management
New York
|
$159M
|
+$157M
|
+2,913,000
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$134M
|
+$75.1M
|
+1,394,760
|
+131%
|
|
|
22
|
Allstate Corporation
Northbrook,
Illinois
|
$124M
|
+$34.6M
|
+641,528
|
+40%
|
|
|
23
|
KeyBank National Association
Cleveland,
Ohio
|
$115M
|
+$151K
|
+2,796
|
+0.1%
|
|
|
24
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$101M
|
–
|
–
|
–
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$99.2M
|
+$16.7M
|
+310,217
|
+21%
|
|
