|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$516M
|
+$93.5M
|
+762,277
|
+22%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$383M
|
+$173M
|
+1,410,584
|
+80%
|
|
|
3
|
|
$169M
|
+$67.6M
|
+550,603
|
+64%
|
|
|
4
|
|
$105M
|
+$34.5M
|
+280,825
|
+47%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$95.2M
|
+$18.3M
|
+149,325
|
+23%
|
|
|
6
|
Richard Bernstein Advisors
New York
|
$76.7M
|
-$2.26M
|
-18,408
|
-3%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$56.5M
|
+$4.53M
|
+36,892
|
+9%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$48M
|
-$2.02M
|
-16,504
|
-4%
|
|
|
9
|
Park Avenue Securities
New York
|
$46.4M
|
+$4.55M
|
+37,052
|
+11%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$46.3M
|
+$45.1M
|
+367,511
|
+2,038%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$33M
|
+$3.68M
|
+30,002
|
+12%
|
|
|
12
|
Krilogy Financial
St. Louis,
Missouri
|
$30.1M
|
+$16.4M
|
+133,847
|
+115%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$23.3M
|
+$5.38M
|
+43,833
|
+29%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$23M
|
+$996K
|
+8,117
|
+4%
|
|
|
15
|
Bank of New York Mellon
New York
|
$16.5M
|
+$3.32M
|
+27,089
|
+25%
|
|
|
16
|
Bridge Advisory
Pasadena,
California
|
$16M
|
+$1.02M
|
+8,348
|
+7%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.7M
|
+$6.14M
|
+50,022
|
+62%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
+$3.67M
|
+29,903
|
+31%
|
|
|
19
|
|
$13.2M
|
+$13.5M
|
+109,927
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$12.6M
|
-$11.2M
|
-91,554
|
-47%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$4.66M
|
-38,004
|
-28%
|
|
|
22
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$11.3M
|
+$6.92M
|
+56,359
|
+148%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
-$863K
|
-7,037
|
-7%
|
|
|
24
|
JB Capital
Wethersfield,
Connecticut
|
$10.6M
|
+$2.03M
|
+16,505
|
+23%
|
|
|
25
|
WealthSource Partners
San Luis Obispo,
California
|
$9.47M
|
+$3.65M
|
+29,761
|
+61%
|
|
