|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.4B
|
-$130M
|
-1,258,604
|
-5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$940M
|
-$12.4M
|
-120,577
|
-1%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$864M
|
+$50.5M
|
+488,995
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$766M
|
-$42.2M
|
-408,729
|
-5%
|
|
|
5
|
|
$409M
|
+$892K
|
+8,650
|
+0.2%
|
|
|
6
|
|
$403M
|
+$46.6M
|
+452,007
|
+13%
|
|
|
7
|
|
$387M
|
-$19.5M
|
-188,814
|
-5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$326M
|
+$26.6M
|
+257,351
|
+9%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$252M
|
+$11.3M
|
+109,362
|
+5%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$231M
|
+$4.23M
|
+40,951
|
+2%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$218M
|
+$12.4M
|
+119,705
|
+6%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$188M
|
+$20.3M
|
+196,452
|
+12%
|
|
|
13
|
Park Avenue Securities
New York
|
$186M
|
-$7.67M
|
-74,324
|
-4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$172M
|
-$79.4M
|
-769,682
|
-31%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$162M
|
-$15.2M
|
-147,644
|
-8%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$162M
|
-$40.8M
|
-395,060
|
-20%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$138M
|
-$18.9M
|
-183,179
|
-12%
|
|
|
18
|
RiverFront Investment Group
Richmond,
Virginia
|
$133M
|
+$767K
|
+7,432
|
+0.6%
|
|
|
19
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$125M
|
+$77.9M
|
+754,998
|
+159%
|
|
|
20
|
Bank of New York Mellon
New York
|
$121M
|
+$1.51M
|
+14,658
|
+1%
|
|
|
21
|
Richard Bernstein Advisors
New York
|
$107M
|
-$2.41M
|
-23,336
|
-2%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$104M
|
-$1.44M
|
-13,961
|
-1%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$99.4M
|
+$1.44M
|
+13,940
|
+1%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$85.5M
|
-$3.78M
|
-36,660
|
-4%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85M
|
+$14.9M
|
+144,360
|
+21%
|
|
