|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.31B
|
-$65.5M
|
-640,985
|
-3%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$900M
|
+$44.4M
|
+435,140
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$827M
|
-$106M
|
-1,035,977
|
-11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$814M
|
+$56.1M
|
+549,821
|
+7%
|
|
|
5
|
|
$464M
|
+$81.8M
|
+800,845
|
+21%
|
|
|
6
|
|
$412M
|
+$13.2M
|
+128,898
|
+3%
|
|
|
7
|
|
$380M
|
-$25.2M
|
-246,728
|
-6%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$303M
|
+$75M
|
+734,336
|
+32%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$243M
|
-$82.7M
|
-809,791
|
-25%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$229M
|
+$13M
|
+127,673
|
+6%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$212M
|
-$38.1M
|
-373,574
|
-15%
|
|
|
12
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$185M
|
+$61.9M
|
+606,584
|
+49%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$174M
|
+$3.14M
|
+30,747
|
+2%
|
|
|
14
|
Park Avenue Securities
New York
|
$173M
|
-$11.1M
|
-109,062
|
-6%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$157M
|
-$3.35M
|
-32,774
|
-2%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$150M
|
+$13.4M
|
+131,350
|
+10%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$148M
|
-$12.7M
|
-124,130
|
-8%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$137M
|
-$49.6M
|
-486,125
|
-26%
|
|
|
19
|
RiverFront Investment Group
Richmond,
Virginia
|
$133M
|
+$1.68M
|
+16,492
|
+1%
|
|
|
20
|
Bank of New York Mellon
New York
|
$131M
|
+$10.9M
|
+106,495
|
+9%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$109M
|
+$6.09M
|
+59,597
|
+6%
|
|
|
22
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$94.9M
|
+$95.5M
|
+934,764
|
+12,383%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$93.1M
|
-$5.41M
|
-52,991
|
-5%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$91M
|
+$6.39M
|
+62,620
|
+7%
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
$86.9M
|
+$7.06M
|
+69,095
|
+9%
|
|
