|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$609M
|
+$62.9M
|
+707,459
|
+12%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$292M
|
+$13.6M
|
+153,278
|
+5%
|
|
|
3
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$208M
|
+$15M
|
+168,366
|
+8%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$74.3M
|
+$17.1M
|
+192,276
|
+30%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$42.9M
|
-$261K
|
-2,938
|
-0.6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$34.9M
|
+$1.69M
|
+18,990
|
+5%
|
|
|
7
|
|
$30.3M
|
+$3.89M
|
+43,784
|
+15%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
+$5.56M
|
+62,625
|
+59%
|
|
|
9
|
Bank of New York Mellon
New York
|
$14.9M
|
+$89
|
+1
|
+0%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$3.58M
|
+40,320
|
+37%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$12.6M
|
+$11M
|
+123,269
|
+745%
|
|
|
12
|
Spire Wealth Management
Mclean,
Virginia
|
$12.2M
|
+$11.7M
|
+131,782
|
+5,675%
|
|
|
13
|
FundX Investment Group
San Francisco,
California
|
$10.6M
|
+$5M
|
+56,286
|
New
|
|
|
14
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$10.3M
|
+$10.1M
|
+113,700
|
New
|
|
|
15
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$10.1M
|
+$9.96M
|
+112,089
|
New
|
|
|
16
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$8.61M
|
+$227K
|
+2,560
|
+3%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$8M
|
+$3.31M
|
+37,278
|
+73%
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$7.98M
|
+$155K
|
+1,743
|
+2%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$7.64M
|
+$1.42M
|
+15,979
|
+23%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.12M
|
+$570K
|
+6,410
|
+9%
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$7.1M
|
+$1.21M
|
+13,596
|
+21%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.09M
|
-$96.1K
|
-1,082
|
-1%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$6.55M
|
-$340K
|
-3,832
|
-5%
|
|
|
24
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$6.34M
|
+$6.25M
|
+70,300
|
New
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.54M
|
-$115K
|
-1,295
|
-2%
|
|
