|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.73B
|
+$512M
|
+4,556,214
|
+43%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04B
|
+$130M
|
+1,153,416
|
+15%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$828M
|
+$291M
|
+2,587,184
|
+56%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$653M
|
+$31.1M
|
+276,288
|
+5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$572M
|
+$191M
|
+1,698,674
|
+52%
|
|
|
6
|
|
$243M
|
+$66.8M
|
+594,040
|
+39%
|
|
|
7
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$178M
|
+$175M
|
+1,553,693
|
New
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$174M
|
+$26.5M
|
+235,897
|
+18%
|
|
|
9
|
|
$172M
|
-$4.53M
|
-40,260
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$133M
|
-$17.4M
|
-154,961
|
-12%
|
|
|
11
|
Congress Wealth Management
Boston,
Massachusetts
|
$122M
|
+$18M
|
+159,770
|
+18%
|
|
|
12
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$103M
|
+$279K
|
+2,480
|
+0.3%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$103M
|
-$31.9M
|
-284,034
|
-24%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84.7M
|
+$29.8M
|
+264,662
|
+56%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$79.6M
|
+$603K
|
+5,360
|
+0.8%
|
|
|
16
|
RiverFront Investment Group
Richmond,
Virginia
|
$75M
|
+$4.06M
|
+36,084
|
+6%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$66.4M
|
+$904K
|
+8,039
|
+1%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$64M
|
+$4.36M
|
+38,740
|
+7%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$58.8M
|
+$35M
|
+311,167
|
+154%
|
|
|
20
|
|
$56.9M
|
+$55.9M
|
+497,145
|
New
|
|
|
21
|
Park Avenue Securities
New York
|
$51.5M
|
-$11.7M
|
-104,190
|
-19%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$47.8M
|
+$15.1M
|
+134,400
|
+48%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
$38.3M
|
+$2.73M
|
+24,242
|
+8%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$36.5M
|
+$14.2M
|
+126,322
|
+66%
|
|
|
25
|
Bank of New York Mellon
New York
|
$34.4M
|
+$500K
|
+4,446
|
+2%
|
|
