|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.06B
|
+$294M
|
+3,215,520
|
+5%
|
|
|
2
|
|
$622M
|
+$13.2M
|
+143,708
|
+2%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$221M
|
-$105M
|
-1,145,864
|
-32%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$219M
|
-$79.6M
|
-869,866
|
-27%
|
|
|
5
|
Frontier Wealth Management
Kansas City,
Missouri
|
$153M
|
-$4.25M
|
-46,448
|
-3%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$131M
|
+$128M
|
+1,402,626
|
+4,736%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$121M
|
-$25.5M
|
-278,645
|
-17%
|
|
|
8
|
Oppenheimer Asset Management
New York
|
$114M
|
+$2.77M
|
+30,305
|
+2%
|
|
|
9
|
SEI Investments
Oaks,
Pennsylvania
|
$108M
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$103M
|
-$4.64M
|
-50,685
|
-4%
|
|
|
11
|
Schroder Investment Management Group
London,
United Kingdom
|
$88.4M
|
+$88.4M
|
+966,086
|
New
|
|
|
12
|
HSBC Holdings
London,
United Kingdom
|
$68.5M
|
-$7.69M
|
-84,049
|
-10%
|
|
|
13
|
Jordan Park Group
San Francisco,
California
|
$58.3M
|
+$14.9M
|
+162,853
|
+34%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.6M
|
+$9.5M
|
+103,866
|
+24%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$43.3M
|
-$22.5M
|
-246,020
|
-34%
|
|
|
16
|
Jackson Wealth Management
Lake Mary,
Florida
|
$33.8M
|
-$5.16M
|
-56,385
|
-13%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$32.3M
|
+$1.93M
|
+21,042
|
+6%
|
|
|
18
|
Synergy Asset Management
Vancouver,
Washington
|
$31.5M
|
+$31.5M
|
+344,432
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$31.4M
|
-$5.28M
|
-57,665
|
-14%
|
|
|
20
|
Acorns Advisers
Irvine,
California
|
$31.3M
|
+$858K
|
+9,371
|
+3%
|
|
|
21
|
St. James Investment Company
Southlake,
Texas
|
$28.9M
|
-$3.59M
|
-39,266
|
-11%
|
|
|
22
|
Trilogy Capital
Irvine,
California
|
$28.7M
|
-$1.55M
|
-16,981
|
-5%
|
|
|
23
|
Paragon Advisors
College Station,
Texas
|
$24.5M
|
-$8.62M
|
-94,232
|
-26%
|
|
|
24
|
INVST
Indianapolis,
Indiana
|
$24M
|
+$24M
|
+262,234
|
New
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$23.2M
|
+$3.95M
|
+43,128
|
+21%
|
|
