|
1
|
|
$626M
|
+$7.18M
|
+150,692
|
+1%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$222M
|
-$46.2M
|
-969,454
|
-18%
|
|
|
3
|
|
$121M
|
+$99.2M
|
+2,081,245
|
+607%
|
|
|
4
|
|
$102M
|
+$1.86M
|
+38,971
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$85.3M
|
+$672K
|
+14,110
|
+0.8%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$84.3M
|
-$15.5M
|
-324,917
|
-16%
|
|
|
7
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$81.2M
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$78.9M
|
+$36.2M
|
+759,340
|
+92%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$56.3M
|
+$6.03M
|
+126,506
|
+13%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$55.3M
|
+$5.34M
|
+112,160
|
+11%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$43.8M
|
+$1.42M
|
+29,895
|
+4%
|
|
|
12
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$34.8M
|
+$2.77M
|
+58,125
|
+9%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$33.6M
|
+$32.1M
|
+673,653
|
New
|
|
|
14
|
Consolidated Investment Group
Englewood,
Colorado
|
$31.8M
|
–
|
–
|
–
|
|
|
15
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$29.4M
|
+$2.41M
|
+50,510
|
+9%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$27.5M
|
+$1.33M
|
+28,020
|
+5%
|
|
|
17
|
WestEnd Advisors
Charlotte,
North Carolina
|
$25.2M
|
+$1.57M
|
+33,019
|
+7%
|
|
|
18
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$20.7M
|
-$3.1K
|
-65
|
-0%
|
|
|
19
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$20M
|
+$1.15M
|
+24,193
|
+6%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$20M
|
+$2.02M
|
+42,320
|
+12%
|
|
|
21
|
Mutual of America Capital Management
New York
|
$19.6M
|
–
|
–
|
–
|
|
|
22
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$19M
|
+$6.45M
|
+135,480
|
+48%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.3M
|
–
|
–
|
–
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$18.1M
|
-$552K
|
-11,579
|
-3%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$17.4M
|
+$2.15M
|
+45,069
|
+15%
|
|
