|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$892M
|
+$200M
|
+3,188,021
|
+30%
|
|
|
2
|
|
$701M
|
-$21.8M
|
-346,964
|
-3%
|
|
|
3
|
|
$673M
|
+$8.93M
|
+142,350
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$487M
|
+$16.7M
|
+266,283
|
+4%
|
|
|
5
|
TD Asset Management
Toronto,
Ontario, Canada
|
$399M
|
–
|
–
|
–
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$355M
|
+$208M
|
+3,316,079
|
+149%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$278M
|
-$9.97M
|
-158,917
|
-4%
|
|
|
8
|
|
$233M
|
-$13.4M
|
-214,298
|
-6%
|
|
|
9
|
Fisher Asset Management
Camas,
Washington
|
$214M
|
+$22.3M
|
+355,802
|
+12%
|
|
|
10
|
Allspring Global Investments
Charlotte,
North Carolina
|
$174M
|
+$37.2M
|
+593,564
|
+28%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$81.2M
|
+$5.49M
|
+87,549
|
+7%
|
|
|
12
|
|
$61.4M
|
+$68.2K
|
+1,087
|
+0.1%
|
|
|
13
|
|
$55.6M
|
+$1.13M
|
+18,025
|
+2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$53.1M
|
+$856K
|
+13,642
|
+2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$49.1M
|
+$1.17M
|
+18,722
|
+3%
|
|
|
16
|
CSM Advisors
Warrendale,
Pennsylvania
|
$46.2M
|
–
|
–
|
–
|
|
|
17
|
|
$45.5M
|
+$14.2M
|
+225,782
|
+47%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.9M
|
-$4.56M
|
-72,655
|
-10%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$36.3M
|
-$371K
|
-5,916
|
-1%
|
|
|
20
|
1607 Capital Partners
Richmond,
Virginia
|
$31.5M
|
-$11.2M
|
-178,960
|
-27%
|
|
|
21
|
PGIM Custom Harvest
Newark,
New Jersey
|
$31.2M
|
+$2.09M
|
+33,288
|
+7%
|
|
|
22
|
Naman Capital
Sao Paulo,
Brazil
|
$29M
|
–
|
–
|
–
|
|
|
23
|
Vontobel Holding
Zurich,
Switzerland
|
$27.1M
|
+$490K
|
+7,805
|
+2%
|
|
|
24
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$25.6M
|
+$13.1M
|
+208,866
|
+110%
|
|
|
25
|
Evolution Wealth Advisors
Aventura,
Florida
|
$18.6M
|
+$408K
|
+6,498
|
+2%
|
|
