|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$677M
|
+$561M
|
+5,853,354
|
+334%
|
|
|
2
|
|
$451M
|
+$86.2M
|
+898,823
|
+22%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$402M
|
+$16M
|
+167,231
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$210M
|
+$111M
|
+1,156,612
|
+96%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$182M
|
+$39.5M
|
+412,264
|
+24%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$177M
|
-$5.19M
|
-54,106
|
-3%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$125M
|
-$5.99M
|
-62,513
|
-4%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$120M
|
+$28.1M
|
+292,744
|
+28%
|
|
|
9
|
Regions Financial Corp
Birmingham,
Alabama
|
$112M
|
-$20.5M
|
-213,655
|
-15%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$110M
|
+$10.5M
|
+109,941
|
+10%
|
|
|
11
|
Portfolio Solutions
Royal Oak,
Michigan
|
$101M
|
-$2.6M
|
-27,101
|
-2%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$99.7M
|
-$51.2M
|
-534,086
|
-32%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$92.2M
|
-$14M
|
-145,649
|
-12%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$85M
|
+$90.9M
|
+947,954
|
+14,759%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$78.4M
|
+$43.5M
|
+453,506
|
+106%
|
|
|
16
|
RGT Wealth Advisors
Dallas,
Texas
|
$75.6M
|
-$3.03M
|
-31,608
|
-4%
|
|
|
17
|
Barber Financial Group
Lenexa,
Kansas
|
$74.9M
|
+$7.73M
|
+80,574
|
+11%
|
|
|
18
|
|
$73.5M
|
+$79.1M
|
+824,640
|
+203,113%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$71.8M
|
-$2.34M
|
-24,377
|
-3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$61.7M
|
+$21M
|
+218,915
|
+46%
|
|
|
21
|
Park Avenue Securities
New York
|
$55.9M
|
+$59.8M
|
+624,049
|
+17,599%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$53.9M
|
+$6.19M
|
+64,577
|
+12%
|
|
|
23
|
Bank of New York Mellon
New York
|
$52M
|
+$19.7M
|
+205,305
|
+54%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.6M
|
+$14.6M
|
+152,196
|
+36%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50.2M
|
+$7.2M
|
+75,139
|
+15%
|
|
