|
1
|
|
$1.99B
|
+$206M
|
+2,246,904
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.42B
|
-$77.4M
|
-845,577
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.15B
|
+$92.2M
|
+1,006,657
|
+9%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$668M
|
+$576M
|
+6,286,127
|
+629%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$632M
|
+$114M
|
+1,244,235
|
+22%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$624M
|
+$63.4M
|
+691,855
|
+11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$620M
|
+$22.1M
|
+240,819
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$600M
|
+$53.5M
|
+584,042
|
+10%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$503M
|
+$43.6M
|
+475,823
|
+10%
|
|
|
10
|
Capital Wealth Planning
Naples,
Florida
|
$497M
|
+$29.2M
|
+318,664
|
+6%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$302M
|
-$9.52M
|
-103,913
|
-3%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$293M
|
+$12.5M
|
+136,017
|
+4%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$265M
|
+$15.7M
|
+171,252
|
+6%
|
|
|
14
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$258M
|
+$59.6M
|
+650,315
|
+30%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$229M
|
+$9.7M
|
+105,860
|
+4%
|
|
|
16
|
AGF Management
Toronto,
Ontario, Canada
|
$225M
|
+$100M
|
+1,092,381
|
+80%
|
|
|
17
|
Capital International Investors
Los Angeles,
California
|
$216M
|
+$10.6M
|
+115,731
|
+5%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$210M
|
-$10.3M
|
-112,624
|
-5%
|
|
|
19
|
Oppenheimer Asset Management
New York
|
$198M
|
+$28.6M
|
+311,818
|
+17%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$186M
|
+$17.5M
|
+191,502
|
+10%
|
|
|
21
|
|
$186M
|
+$158M
|
+1,723,134
|
+573%
|
|
|
22
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$181M
|
+$21.5M
|
+234,799
|
+14%
|
|
|
23
|
3EDGE Asset Management
Naples,
Florida
|
$179M
|
-$64.5M
|
-704,654
|
-27%
|
|
|
24
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$169M
|
+$44.6M
|
+486,707
|
+36%
|
|
|
25
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$149M
|
+$149M
|
+1,629,049
|
New
|
|
