|
1
|
|
$1.72B
|
+$146M
|
+1,594,314
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.48B
|
-$14.2M
|
-155,165
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$971M
|
+$55.6M
|
+606,775
|
+6%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$764M
|
+$700M
|
+7,641,109
|
+1,076%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$581M
|
-$49.9M
|
-544,585
|
-8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$521M
|
-$172M
|
-1,874,667
|
-25%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$520M
|
-$10.1M
|
-110,613
|
-2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$492M
|
+$22.5M
|
+245,752
|
+5%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$486M
|
+$6.77M
|
+73,887
|
+1%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$433M
|
+$22.7M
|
+248,226
|
+6%
|
|
|
11
|
Capital Wealth Planning
Naples,
Florida
|
$347M
|
-$192M
|
-2,097,964
|
-36%
|
|
|
12
|
Capital International Investors
Los Angeles,
California
|
$310M
|
+$32.4M
|
+353,841
|
+12%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$302M
|
-$43M
|
-468,784
|
-12%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$259M
|
-$264K
|
-2,878
|
-0.1%
|
|
|
15
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$214M
|
+$61.7M
|
+673,715
|
+41%
|
|
|
16
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$192M
|
-$12M
|
-130,949
|
-6%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$188M
|
-$101M
|
-1,104,851
|
-35%
|
|
|
18
|
Oppenheimer Asset Management
New York
|
$175M
|
-$4.75M
|
-51,858
|
-3%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$171M
|
+$2.28M
|
+24,900
|
+1%
|
|
|
20
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$171M
|
-$26.1M
|
-284,802
|
-13%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$163M
|
-$18.3M
|
-199,466
|
-10%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$123M
|
-$12.4M
|
-135,450
|
-9%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$114M
|
+$5.92M
|
+64,648
|
+6%
|
|
|
24
|
Howard Capital Management
Roswell,
Georgia
|
$109M
|
-$28.9M
|
-315,795
|
-21%
|
|
|
25
|
Sandhill Capital Partners
Buffalo,
New York
|
$108M
|
+$25.2M
|
+275,414
|
+31%
|
|
