|
1
|
|
$920M
|
-$72.1M
|
-726,993
|
-7%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$225M
|
-$21.7M
|
-218,312
|
-9%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$225M
|
+$225M
|
+2,263,722
|
+483,701%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$216M
|
-$39.8M
|
-400,799
|
-16%
|
|
|
5
|
HB Wealth Management
Atlanta,
Georgia
|
$200M
|
+$11M
|
+110,750
|
+6%
|
|
|
6
|
Allianz Asset Management
Munich,
Germany
|
$193M
|
+$99
|
+1
|
+0%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$159M
|
-$29.6M
|
-298,294
|
-16%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$149M
|
-$24.4M
|
-245,613
|
-14%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$129M
|
+$14.3M
|
+144,105
|
+12%
|
|
|
10
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$117M
|
+$33.6M
|
+338,624
|
+40%
|
|
|
11
|
|
$90.9M
|
-$78.6M
|
-792,459
|
-46%
|
|
|
12
|
JFG Wealth Management
Denver,
Colorado
|
$86.6M
|
+$21.2M
|
+213,202
|
+32%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$83.5M
|
+$4.76M
|
+47,957
|
+6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79.2M
|
-$19.8M
|
-199,052
|
-20%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$65M
|
-$1.34M
|
-13,461
|
-2%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.8M
|
-$29.9M
|
-301,552
|
-32%
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$63.2M
|
-$15.1M
|
-152,675
|
-19%
|
|
|
18
|
Mason Investment Advisory Services
Reston,
Virginia
|
$61M
|
-$211K
|
-2,124
|
-0.3%
|
|
|
19
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$44.7M
|
-$32.6M
|
-328,400
|
-42%
|
|
|
20
|
Colony Group
Boston,
Massachusetts
|
$43.6M
|
+$7.06M
|
+71,160
|
+19%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$42.5M
|
-$3.24M
|
-32,679
|
-7%
|
|
|
22
|
TD Capital Management
Memphis,
Tennessee
|
$42.4M
|
+$289K
|
+2,914
|
+0.7%
|
|
|
23
|
Virtue Capital Management
Brentwood,
Tennessee
|
$41.9M
|
-$4.21M
|
-42,402
|
-9%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$41.3M
|
-$1.36M
|
-13,750
|
-3%
|
|
|
25
|
Trek Financial
Scottsdale,
Arizona
|
$40.8M
|
+$39.4M
|
+397,582
|
+2,881%
|
|
