|
1
|
Bank of America
Charlotte,
North Carolina
|
$518M
|
+$161M
|
+3,182,682
|
+45%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$251M
|
+$39.6M
|
+784,352
|
+19%
|
|
|
3
|
|
$166M
|
+$35.2M
|
+698,571
|
+27%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$142M
|
+$30.6M
|
+607,072
|
+28%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$116M
|
+$7.95M
|
+157,666
|
+7%
|
|
|
6
|
MV Capital Management
Bethesda,
Maryland
|
$94.6M
|
-$1.11M
|
-21,929
|
-1%
|
|
|
7
|
Madison Asset Management
Madison,
Wisconsin
|
$92.8M
|
+$24.6M
|
+487,235
|
+36%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$89.5M
|
-$54.5K
|
-1,081
|
-0.1%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$57.5M
|
-$1.02M
|
-20,156
|
-2%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$57.3M
|
+$2.13M
|
+42,234
|
+4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$55.1M
|
-$51.2M
|
-1,015,649
|
-48%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$54.5M
|
+$17.1M
|
+338,325
|
+46%
|
|
|
13
|
WestEnd Advisors
Charlotte,
North Carolina
|
$52.1M
|
-$2.47M
|
-48,926
|
-5%
|
|
|
14
|
Inspire Investing
Meridian,
Idaho
|
$50.2M
|
+$2.42M
|
+47,966
|
+5%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$48.1M
|
+$7.4M
|
+146,767
|
+18%
|
|
|
16
|
Clarity Financial
Houston,
Texas
|
$47.8M
|
+$9.21M
|
+182,654
|
+24%
|
|
|
17
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$47.5M
|
+$4.14M
|
+82,098
|
+10%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$45.3M
|
-$58.4M
|
-1,158,307
|
-56%
|
|
|
19
|
|
$45M
|
-$10.2M
|
-202,914
|
-19%
|
|
|
20
|
AJ Wealth Strategies
New York
|
$40.8M
|
-$3.23M
|
-64,098
|
-7%
|
|
|
21
|
Wealthquest
Cincinnati,
Ohio
|
$36.2M
|
+$5.78M
|
+114,556
|
+19%
|
|
|
22
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$32.1M
|
-$33.6M
|
-666,334
|
-51%
|
|
|
23
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$32M
|
+$11.7M
|
+231,713
|
+57%
|
|
|
24
|
Rinkey Investments
San Diego,
California
|
$31.1M
|
+$17.4M
|
+345,568
|
+127%
|
|
|
25
|
Renaissance Technologies
New York
|
$29.3M
|
+$5.86M
|
+116,200
|
+25%
|
|
