|
1
|
|
$1.75B
|
+$586M
|
+5,845,188
|
+51%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$881M
|
+$51.1M
|
+510,084
|
+6%
|
|
|
3
|
|
$812M
|
-$736M
|
-7,342,282
|
-48%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$552M
|
+$61.6M
|
+615,000
|
+13%
|
|
|
5
|
HB Wealth Management
Atlanta,
Georgia
|
$269M
|
+$26.2M
|
+261,051
|
+11%
|
|
|
6
|
Allianz Asset Management
Munich,
Germany
|
$239M
|
+$30.7M
|
+305,971
|
+15%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$194M
|
-$14.7M
|
-146,588
|
-7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$192M
|
+$33.5M
|
+334,529
|
+21%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$191M
|
-$21.8M
|
-217,189
|
-10%
|
|
|
10
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$96.6M
|
+$61.3M
|
+611,500
|
+175%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$86.6M
|
-$34.4M
|
-343,621
|
-29%
|
|
|
12
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$79.9M
|
-$28.8M
|
-287,565
|
-27%
|
|
|
13
|
Renaissance Technologies
New York
|
$78.2M
|
–
|
–
|
–
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$70M
|
+$36.2M
|
+361,588
|
+108%
|
|
|
15
|
Mason Investment Advisory Services
Reston,
Virginia
|
$69M
|
-$1.78M
|
-17,796
|
-3%
|
|
|
16
|
JFG Wealth Management
Denver,
Colorado
|
$66.5M
|
-$3.06M
|
-30,586
|
-4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64.1M
|
-$2.97M
|
-29,590
|
-4%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$63.1M
|
+$98.5K
|
+983
|
+0.2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.7M
|
-$24.1M
|
-240,857
|
-28%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.1M
|
+$15.5M
|
+154,850
|
+41%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$51.9M
|
+$7.06M
|
+70,453
|
+16%
|
|
|
22
|
Family Management
New York
|
$51M
|
+$10.4M
|
+103,691
|
+26%
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$46.7M
|
+$3.18M
|
+31,782
|
+7%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$40.7M
|
+$10.9M
|
+108,595
|
+37%
|
|
|
25
|
TD Capital Management
Memphis,
Tennessee
|
$39.9M
|
-$2.72M
|
-27,117
|
-6%
|
|
