|
1
|
|
$2.41B
|
+$167M
|
+1,634,793
|
+7%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$323M
|
+$25.1M
|
+245,927
|
+8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$314M
|
-$57.7M
|
-565,361
|
-15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$274M
|
-$24.9M
|
-244,153
|
-8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$208M
|
+$12M
|
+117,340
|
+6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$163M
|
-$17.3M
|
-169,527
|
-10%
|
|
|
7
|
Homrich & Berg
Atlanta,
Georgia
|
$146M
|
-$39.9M
|
-391,409
|
-21%
|
|
|
8
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$133M
|
+$14.8M
|
+145,153
|
+13%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$132M
|
+$6.88M
|
+67,386
|
+5%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$117M
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$110M
|
-$19.7M
|
-193,010
|
-15%
|
|
|
12
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$94.8M
|
+$67.1M
|
+657,700
|
+242%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$88.5M
|
+$34.7M
|
+339,916
|
+64%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$83.1M
|
+$8.43M
|
+82,586
|
+11%
|
|
|
15
|
Trek Financial
Scottsdale,
Arizona
|
$81.8M
|
+$79.5M
|
+778,622
|
+3,217%
|
|
|
16
|
Allianz Asset Management
Munich,
Germany
|
$80.5M
|
+$408
|
+4
|
+0%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$75.3M
|
+$71.8M
|
+703,324
|
+1,958%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$74.4M
|
+$17.3M
|
+169,328
|
+30%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.5M
|
-$2.66M
|
-26,103
|
-4%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$62.9M
|
+$9.08M
|
+88,953
|
+17%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$60.6M
|
-$2.84M
|
-27,808
|
-4%
|
|
|
22
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$59.8M
|
-$9.66M
|
-94,691
|
-14%
|
|
|
23
|
Avion Wealth
The Woodlands,
Texas
|
$53.7M
|
+$14.1M
|
+138,375
|
+36%
|
|
|
24
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$49.9M
|
+$50M
|
+490,000
|
New
|
|
|
25
|
Mason Investment Advisory Services
Reston,
Virginia
|
$49.2M
|
+$11.8M
|
+115,949
|
+32%
|
|
