|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.14B
|
-$12.2M
|
-112,614
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$858M
|
+$267M
|
+2,461,682
|
+45%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$587M
|
+$588M
|
+5,425,609
|
New
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$502M
|
+$6.47M
|
+59,691
|
+1%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$356M
|
+$21.6M
|
+199,249
|
+6%
|
|
|
6
|
|
$167M
|
+$19.9M
|
+183,916
|
+14%
|
|
|
7
|
|
$165M
|
+$49.8M
|
+459,708
|
+43%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$142M
|
+$48.7M
|
+449,401
|
+52%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$139M
|
+$70.7M
|
+652,187
|
+103%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$128M
|
+$61.1M
|
+563,793
|
+92%
|
|
|
11
|
Congress Wealth Management
Boston,
Massachusetts
|
$97.9M
|
+$98.1M
|
+904,828
|
New
|
|
|
12
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$96.7M
|
+$12.6M
|
+116,538
|
+15%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$74.6M
|
+$18.4M
|
+169,456
|
+33%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$61.9M
|
+$15.1M
|
+139,338
|
+32%
|
|
|
15
|
Park Avenue Securities
New York
|
$59.9M
|
+$17.1M
|
+158,115
|
+40%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$56.3M
|
+$12.9M
|
+119,203
|
+30%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.4M
|
+$3.77M
|
+34,800
|
+8%
|
|
|
18
|
Krilogy Financial
St. Louis,
Missouri
|
$41.4M
|
+$9.12M
|
+84,132
|
+28%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$33.5M
|
+$33.6M
|
+309,894
|
New
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$33.4M
|
+$8.35M
|
+77,072
|
+33%
|
|
|
21
|
Bank of New York Mellon
New York
|
$32M
|
+$8.91M
|
+82,198
|
+38%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$30.6M
|
+$17.1M
|
+157,483
|
+126%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.6M
|
+$25.7M
|
+237,504
|
+880%
|
|
|
24
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$23.3M
|
+$1.35M
|
+12,459
|
+6%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$21.9M
|
+$2.02M
|
+18,640
|
+10%
|
|
