|
1
|
|
$1.75B
|
-$318M
|
-3,193,229
|
-15%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$290M
|
-$25.7M
|
-257,608
|
-8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$285M
|
+$11.2M
|
+112,932
|
+4%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$235M
|
+$106M
|
+1,060,840
|
+81%
|
|
|
5
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$204M
|
+$106M
|
+1,068,380
|
+107%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$194M
|
-$8.3M
|
-83,311
|
-4%
|
|
|
7
|
HB Wealth Management
Atlanta,
Georgia
|
$194M
|
+$76.2M
|
+764,649
|
+64%
|
|
|
8
|
Allianz Asset Management
Munich,
Germany
|
$193M
|
+$116M
|
+1,159,599
|
+147%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$169M
|
-$18.8M
|
-188,664
|
-10%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$126M
|
+$11.3M
|
+113,684
|
+10%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$121M
|
-$7.22M
|
-72,478
|
-6%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$101M
|
+$45.4M
|
+455,522
|
+81%
|
|
|
13
|
Virtue Capital Management
Brentwood,
Tennessee
|
$90.5M
|
+$90.4M
|
+907,913
|
+16,535%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$89.4M
|
+$42.1M
|
+422,425
|
+88%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$85.1M
|
+$827K
|
+8,307
|
+1%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$80.1M
|
-$3.66M
|
-36,756
|
-4%
|
|
|
17
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$74.3M
|
-$30M
|
-300,800
|
-29%
|
|
|
18
|
Mason Investment Advisory Services
Reston,
Virginia
|
$71.9M
|
+$9.22M
|
+92,607
|
+15%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$68.4M
|
-$1.89M
|
-19,009
|
-3%
|
|
|
20
|
JFG Wealth Management
Denver,
Colorado
|
$62.4M
|
-$39.5M
|
-396,736
|
-39%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$58.7M
|
+$4.58M
|
+45,970
|
+8%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$55.7M
|
+$12.3M
|
+123,637
|
+28%
|
|
|
23
|
Brookstone Capital Management
Wheaton,
Illinois
|
$54.6M
|
+$19.5M
|
+195,769
|
+55%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$54M
|
+$436K
|
+4,378
|
+0.8%
|
|
|
25
|
Trek Financial
Scottsdale,
Arizona
|
$50.8M
|
-$201M
|
-2,012,944
|
-80%
|
|
