|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.97B
|
-$329M
|
-3,288,038
|
-14%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$971M
|
+$74.5M
|
+745,593
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$708M
|
-$103M
|
-1,026,927
|
-13%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$673M
|
-$150M
|
-1,497,772
|
-18%
|
|
|
5
|
|
$473M
|
+$10.4M
|
+104,085
|
+2%
|
|
|
6
|
|
$355M
|
-$23.1M
|
-231,051
|
-6%
|
|
|
7
|
|
$354M
|
-$60.3M
|
-603,074
|
-15%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$301M
|
+$192M
|
+1,917,429
|
+177%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$246M
|
+$6.1M
|
+61,014
|
+3%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$246M
|
+$17.6M
|
+176,296
|
+8%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$230M
|
-$71.9M
|
-720,075
|
-24%
|
|
|
12
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$206M
|
+$21.5M
|
+215,080
|
+12%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$175M
|
+$27.9M
|
+279,278
|
+19%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$167M
|
-$44.4M
|
-444,153
|
-21%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$167M
|
-$6.35M
|
-63,529
|
-4%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$154M
|
+$154M
|
+1,537,368
|
+375,885%
|
|
|
17
|
Park Avenue Securities
New York
|
$137M
|
-$35.1M
|
-351,331
|
-20%
|
|
|
18
|
RiverFront Investment Group
Richmond,
Virginia
|
$133M
|
+$354K
|
+3,539
|
+0.3%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$122M
|
-$27.1M
|
-271,697
|
-18%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$120M
|
-$17.2M
|
-171,707
|
-13%
|
|
|
21
|
Bank of New York Mellon
New York
|
$111M
|
-$18.6M
|
-186,211
|
-14%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$93.4M
|
+$699K
|
+6,998
|
+0.8%
|
|
|
23
|
Destination Wealth Management
Walnut Creek,
California
|
$89.4M
|
+$2.83M
|
+28,305
|
+3%
|
|
|
24
|
Hamilton Capital Partners
Atlanta,
Georgia
|
$86M
|
+$51.6M
|
+516,455
|
+152%
|
|
|
25
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$83.9M
|
+$33M
|
+329,898
|
+65%
|
|
