|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.98B
|
+$478M
|
+5,222,742
|
+6%
|
|
|
2
|
|
$531M
|
+$21.3M
|
+232,926
|
+4%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$202M
|
-$26.6M
|
-291,070
|
-12%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$148M
|
+$101M
|
+1,106,721
|
+215%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$135M
|
+$4.49M
|
+49,119
|
+3%
|
|
|
6
|
Frontier Wealth Management
Kansas City,
Missouri
|
$134M
|
-$1.98M
|
-21,642
|
-1%
|
|
|
7
|
Oppenheimer Asset Management
New York
|
$114M
|
+$194K
|
+2,117
|
+0.2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$113M
|
+$14.7M
|
+160,390
|
+15%
|
|
|
9
|
Bailard
Foster City,
California
|
$82.3M
|
+$81.1M
|
+887,028
|
+6,795%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$78.5M
|
+$1.44M
|
+15,780
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$67.5M
|
+$12.3M
|
+134,552
|
+22%
|
|
|
12
|
Model Capital Management
Wellesley,
Massachusetts
|
$64.6M
|
–
|
–
|
–
|
|
|
13
|
Liberty Wealth Management
Oakland,
California
|
$56.9M
|
-$56.9K
|
-622
|
-50%
|
|
|
14
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$56.8M
|
+$56.8M
|
+621,095
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$56.6M
|
+$1.35M
|
+14,793
|
+2%
|
|
|
16
|
HSBC Holdings
London,
United Kingdom
|
$56.1M
|
-$9.43M
|
-103,174
|
-14%
|
|
|
17
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$53.1M
|
+$39.7M
|
+433,688
|
+294%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.6M
|
+$14.7M
|
+160,807
|
+39%
|
|
|
19
|
Paragon Advisors
College Station,
Texas
|
$44.4M
|
+$9.14M
|
+99,931
|
+26%
|
|
|
20
|
IndexIQ Advisors
New York
|
$41.6M
|
+$30.7M
|
+335,927
|
+282%
|
|
|
21
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$36.5M
|
-$5.27M
|
-57,678
|
-13%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$35.4M
|
+$5.99M
|
+65,531
|
+20%
|
|
|
23
|
State Street
Boston,
Massachusetts
|
$33.4M
|
+$4.01M
|
+43,830
|
+14%
|
|
|
24
|
Acorns Advisers
Irvine,
California
|
$33.3M
|
+$57.2K
|
+626
|
+0.2%
|
|
|
25
|
Trilogy Capital
Irvine,
California
|
$29.9M
|
+$415K
|
+4,544
|
+1%
|
|
