|
1
|
|
$1.6B
|
-$144M
|
-1,454,564
|
-8%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$267M
|
+$33.6M
|
+338,541
|
+14%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$267M
|
-$17.2M
|
-173,528
|
-6%
|
|
|
4
|
|
$214M
|
+$204M
|
+2,054,598
|
+1,819%
|
|
|
5
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$214M
|
+$180M
|
+1,816,980
|
+522%
|
|
|
6
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$203M
|
-$926K
|
-9,338
|
-0.5%
|
|
|
7
|
HB Wealth Management
Atlanta,
Georgia
|
$201M
|
+$8.15M
|
+82,242
|
+4%
|
|
|
8
|
Allianz Asset Management
Munich,
Germany
|
$193M
|
-$1.29K
|
-13
|
-0%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$189M
|
+$20.5M
|
+207,229
|
+12%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$183M
|
-$11.2M
|
-112,853
|
-6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$181M
|
+$55.9M
|
+563,505
|
+44%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$130M
|
-$160M
|
-1,614,781
|
-55%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$118M
|
-$2.8M
|
-28,240
|
-2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$110M
|
+$20.4M
|
+205,701
|
+23%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$106M
|
+$21.1M
|
+213,079
|
+25%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$92.6M
|
-$8.34M
|
-84,103
|
-8%
|
|
|
17
|
Virtue Capital Management
Brentwood,
Tennessee
|
$78.9M
|
-$11.4M
|
-115,046
|
-13%
|
|
|
18
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$77M
|
+$2.88M
|
+29,100
|
+4%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$68.3M
|
+$30.5K
|
+308
|
+0%
|
|
|
20
|
Mason Investment Advisory Services
Reston,
Virginia
|
$67.7M
|
-$3.99M
|
-40,268
|
-6%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$65M
|
+$9.43M
|
+95,092
|
+17%
|
|
|
22
|
JFG Wealth Management
Denver,
Colorado
|
$63.8M
|
+$1.54M
|
+15,487
|
+2%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$62.4M
|
-$17.6M
|
-177,699
|
-22%
|
|
|
24
|
Trek Financial
Scottsdale,
Arizona
|
$56M
|
+$5.42M
|
+54,680
|
+11%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$54.6M
|
+$714K
|
+7,199
|
+1%
|
|
