|
1
|
|
$1.86B
|
-$341M
|
-4,115,838
|
-15%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.58B
|
+$101M
|
+1,226,127
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.29B
|
+$286M
|
+3,451,890
|
+28%
|
|
|
4
|
|
$1.03B
|
+$157M
|
+1,897,603
|
+18%
|
|
|
5
|
|
$965M
|
-$159M
|
-1,922,861
|
-14%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$529M
|
+$133M
|
+1,608,875
|
+34%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$485M
|
-$35.1M
|
-424,413
|
-7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$472M
|
+$41.5M
|
+500,912
|
+10%
|
|
|
9
|
Bank of New York Mellon
New York
|
$472M
|
+$13.7M
|
+165,473
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$398M
|
-$7.99M
|
-96,499
|
-2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$378M
|
+$26.7M
|
+322,542
|
+8%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$337M
|
+$262M
|
+3,169,398
|
+349%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$303M
|
+$26.5M
|
+319,708
|
+10%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$296M
|
+$8.02M
|
+96,911
|
+3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$290M
|
-$4.24M
|
-51,268
|
-1%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$262M
|
+$83M
|
+1,002,453
|
+46%
|
|
|
17
|
PineBridge Investments Asia
Hong Kong,
|
$226M
|
-$43.9M
|
-530,000
|
-16%
|
|
|
18
|
|
$207M
|
-$12.7M
|
-153,722
|
-6%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$201M
|
+$30.8M
|
+372,529
|
+18%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$190M
|
+$394K
|
+4,765
|
+0.2%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$124M
|
+$10.3M
|
+124,501
|
+9%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$122M
|
+$15.8M
|
+191,403
|
+15%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$103M
|
-$5.77M
|
-69,759
|
-5%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$101M
|
-$638K
|
-7,702
|
-0.6%
|
|
|
25
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$92.2M
|
+$404K
|
+4,881
|
+0.4%
|
|
