|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.69B
|
+$413M
|
+3,729,751
|
+18%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$485M
|
-$131M
|
-1,181,735
|
-21%
|
|
|
3
|
|
$477M
|
+$5.72M
|
+51,702
|
+1%
|
|
|
4
|
|
$293M
|
+$3.55M
|
+32,070
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$216M
|
-$8.73M
|
-78,848
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$184M
|
+$3.39M
|
+30,665
|
+2%
|
|
|
7
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$167M
|
+$168M
|
+1,513,455
|
New
|
|
|
8
|
Pictet Asset Management
Carouge,
Switzerland
|
$165M
|
+$23.8M
|
+214,700
|
+17%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$155M
|
+$23.7M
|
+213,916
|
+18%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$155M
|
+$15.7M
|
+141,881
|
+11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$149M
|
+$52.8M
|
+477,270
|
+55%
|
|
|
12
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$129M
|
+$28.8M
|
+260,055
|
+29%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$119M
|
-$2.95M
|
-26,697
|
-2%
|
|
|
14
|
Evoke Wealth
Los Angeles,
California
|
$115M
|
+$1.14M
|
+10,272
|
+1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87.5M
|
-$1.91M
|
-17,252
|
-2%
|
|
|
16
|
|
$81.2M
|
+$4.5M
|
+40,685
|
+6%
|
|
|
17
|
|
$73.5M
|
-$260K
|
-2,350
|
-0.4%
|
|
|
18
|
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
|
$72.3M
|
-$4.16M
|
-37,596
|
-5%
|
|
|
19
|
Martin & Co
Knoxville,
Tennessee
|
$72.2M
|
+$2.15M
|
+19,450
|
+3%
|
|
|
20
|
Fidelity International
Hamilton,
Bermuda
|
$68.8M
|
+$14.3M
|
+129,098
|
+26%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$67.2M
|
-$2.89M
|
-26,156
|
-4%
|
|
|
22
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$62.8M
|
-$16.9M
|
-153,037
|
-21%
|
|
|
23
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$53.5M
|
+$2.31M
|
+20,861
|
+4%
|
|
|
24
|
Quotient Wealth Partners
Dallas,
Texas
|
$52.3M
|
+$2.12M
|
+19,162
|
+4%
|
|
|
25
|
Bank of New York Mellon
New York
|
$51.5M
|
+$154K
|
+1,391
|
+0.3%
|
|
