|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.79B
|
+$115M
|
+1,025,852
|
+7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$974M
|
-$33.4M
|
-298,022
|
-3%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$810M
|
+$8.97M
|
+80,034
|
+1%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$664M
|
+$32.5M
|
+289,769
|
+5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$618M
|
+$65.8M
|
+586,618
|
+12%
|
|
|
6
|
|
$228M
|
-$6.98M
|
-62,292
|
-3%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$206M
|
+$37.8M
|
+337,406
|
+22%
|
|
|
8
|
|
$196M
|
+$29.3M
|
+261,063
|
+17%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$145M
|
+$17M
|
+151,495
|
+13%
|
|
|
10
|
Congress Wealth Management
Boston,
Massachusetts
|
$119M
|
+$717K
|
+6,394
|
+0.6%
|
|
|
11
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$94.8M
|
-$78.2M
|
-697,908
|
-45%
|
|
|
12
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$92M
|
-$7.4M
|
-65,997
|
-7%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$89.1M
|
-$10.3M
|
-91,590
|
-10%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$84.6M
|
+$28.1M
|
+250,550
|
+49%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82.7M
|
+$825K
|
+7,355
|
+1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$82.7M
|
+$5.91M
|
+52,731
|
+8%
|
|
|
17
|
RiverFront Investment Group
Richmond,
Virginia
|
$74.3M
|
+$1.76M
|
+15,724
|
+2%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$71.1M
|
+$9.29M
|
+82,849
|
+15%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$64.2M
|
-$35.1K
|
-313
|
-0.1%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$62.7M
|
+$16.7M
|
+149,231
|
+36%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$55.1M
|
+$18.3M
|
+163,226
|
+49%
|
|
|
22
|
Park Avenue Securities
New York
|
$50.6M
|
+$802K
|
+7,152
|
+2%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$44.2M
|
+$9.01M
|
+80,373
|
+25%
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$39.1M
|
+$18.9M
|
+168,146
|
+91%
|
|
|
25
|
Bank of New York Mellon
New York
|
$35.5M
|
+$2.22M
|
+19,769
|
+7%
|
|
