|
1
|
|
$2.33B
|
+$575M
|
+5,727,406
|
+33%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$915M
|
+$33.7M
|
+336,152
|
+4%
|
|
|
3
|
|
$814M
|
+$791K
|
+7,876
|
+0.1%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$610M
|
+$57.6M
|
+573,673
|
+10%
|
|
|
5
|
HB Wealth Management
Atlanta,
Georgia
|
$301M
|
+$31.8M
|
+317,114
|
+12%
|
|
|
6
|
Allianz Asset Management
Munich,
Germany
|
$242M
|
+$2.41M
|
+23,995
|
+1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$227M
|
+$35.6M
|
+354,226
|
+19%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$179M
|
-$11.8M
|
-117,944
|
-6%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$174M
|
-$19.7M
|
-196,109
|
-10%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$123M
|
+$36.6M
|
+364,956
|
+42%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$114M
|
+$77.4M
|
+770,635
|
+214%
|
|
|
12
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$96.8M
|
+$150K
|
+1,494
|
+0.2%
|
|
|
13
|
Renaissance Technologies
New York
|
$78.3M
|
–
|
–
|
–
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$78.1M
|
+$24.9M
|
+247,848
|
+47%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$70.5M
|
+$448K
|
+4,467
|
+0.6%
|
|
|
16
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$68.8M
|
-$11.1M
|
-110,809
|
-14%
|
|
|
17
|
Mason Investment Advisory Services
Reston,
Virginia
|
$68.5M
|
-$505K
|
-5,028
|
-0.7%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$66.7M
|
+$3.47M
|
+34,581
|
+6%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62M
|
-$2.11M
|
-20,977
|
-3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$61.3M
|
-$1.48M
|
-14,756
|
-2%
|
|
|
21
|
Family Management
New York
|
$59.9M
|
+$8.74M
|
+87,031
|
+17%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$57.2M
|
+$5.23M
|
+52,095
|
+10%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$44.3M
|
+$8.24M
|
+82,115
|
+23%
|
|
|
24
|
JFG Wealth Management
Denver,
Colorado
|
$43.2M
|
-$23.3M
|
-232,175
|
-35%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$41.1M
|
+$356K
|
+3,541
|
+0.9%
|
|
