|
1
|
AssetMark Inc
Concord,
California
|
$210M
|
+$223M
|
+3,311,699
|
+247,882%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$192M
|
-$4.12M
|
-61,237
|
-2%
|
|
|
3
|
|
$148M
|
-$5.95M
|
-88,441
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$84.3M
|
-$18M
|
-267,475
|
-17%
|
|
|
5
|
|
$82.5M
|
+$60.4M
|
+898,023
|
+221%
|
|
|
6
|
|
$82M
|
+$8.22M
|
+122,194
|
+10%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$76.5M
|
-$3.62M
|
-53,805
|
-4%
|
|
|
8
|
New York Life Investment Management
New York
|
$69.1M
|
-$2.69M
|
-39,929
|
-4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.6M
|
+$12.3M
|
+182,847
|
+20%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$62.5M
|
+$387K
|
+5,748
|
+0.6%
|
|
|
11
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$54.2M
|
-$9.33M
|
-138,637
|
-14%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$50.2M
|
-$4.93M
|
-73,274
|
-9%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$48.9M
|
-$1.89M
|
-28,156
|
-4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$38.4M
|
-$1.92M
|
-28,590
|
-5%
|
|
|
15
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$37.6M
|
-$40.3M
|
-599,768
|
Closed
|
|
|
16
|
AllianceBernstein
Nashville,
Tennessee
|
$36.2M
|
-$1.6M
|
-23,714
|
-4%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$35.9M
|
+$15.2M
|
+226,647
|
+67%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33.8M
|
-$173K
|
-2,574
|
-0.5%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.6M
|
+$1.29M
|
+19,229
|
+4%
|
|
|
20
|
Insight Wealth Strategies
San Ramon,
California
|
$25.5M
|
–
|
–
|
–
|
|
|
21
|
Oppenheimer Asset Management
New York
|
$22.7M
|
+$7.6K
|
+113
|
+0%
|
|
|
22
|
Allianz Asset Management
Munich,
Germany
|
$21.9M
|
-$25.2M
|
-374,280
|
-52%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.8M
|
-$1.05M
|
-15,614
|
-4%
|
|
|
24
|
Hall Private Wealth Advisors
Waxhaw,
North Carolina
|
$20.3M
|
+$1.12M
|
+16,709
|
+5%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$20.2M
|
-$8.64M
|
-128,411
|
-29%
|
|
