|
1
|
Bank of America
Charlotte,
North Carolina
|
$907M
|
-$69.7M
|
-673,654
|
-7%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$748M
|
+$39.4M
|
+380,859
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$402M
|
+$18.9M
|
+182,534
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$333M
|
-$10.3M
|
-99,543
|
-3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$294M
|
-$2.06M
|
-19,913
|
-0.7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$220M
|
+$40.3M
|
+389,576
|
+21%
|
|
|
7
|
|
$207M
|
+$13.6M
|
+131,023
|
+7%
|
|
|
8
|
|
$173M
|
-$42.5M
|
-410,597
|
-19%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$170M
|
+$17.9M
|
+173,452
|
+11%
|
|
|
10
|
Richard Bernstein Advisors
New York
|
$165M
|
-$26.5M
|
-255,892
|
-13%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$111M
|
-$33M
|
-318,601
|
-22%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$91.8M
|
+$4.31M
|
+41,685
|
+5%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$72.1M
|
-$2.1M
|
-20,316
|
-3%
|
|
|
14
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$70.7M
|
+$11.9M
|
+114,803
|
+19%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$69.5M
|
-$39.6M
|
-382,618
|
-35%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$66.2M
|
-$1.05M
|
-10,145
|
-2%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$64.1M
|
+$66.6M
|
+643,498
|
New
|
|
|
18
|
Smith Anglin Financial
Dallas,
Texas
|
$61M
|
+$787K
|
+7,607
|
+1%
|
|
|
19
|
|
$53.6M
|
+$55.2M
|
+533,457
|
+10,277%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$48.6M
|
+$32.2M
|
+311,396
|
+176%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$46.9M
|
+$48.8M
|
+471,231
|
New
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$45.3M
|
+$517K
|
+4,998
|
+1%
|
|
|
23
|
RiverFront Investment Group
Richmond,
Virginia
|
$42.5M
|
-$5.81M
|
-56,140
|
-12%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$40.3M
|
-$4.74M
|
-45,847
|
-10%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39.9M
|
+$2.4M
|
+23,223
|
+6%
|
|
