|
1
|
UBS Group
Zurich,
Switzerland
|
$1.13B
|
+$75.5M
|
+1,298,242
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$909M
|
+$82.1M
|
+1,412,053
|
+10%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$113M
|
-$48.8M
|
-838,503
|
-30%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$106M
|
+$95.6M
|
+1,644,811
|
+957%
|
|
|
5
|
|
$95.3M
|
+$10.2M
|
+175,410
|
+12%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$91.7M
|
+$4.08M
|
+70,085
|
+5%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$78.9M
|
+$5.89M
|
+101,277
|
+8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.5M
|
+$2.92M
|
+50,278
|
+4%
|
|
|
9
|
|
$71.6M
|
+$6.78M
|
+116,652
|
+10%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$66.1M
|
+$8.02M
|
+137,997
|
+14%
|
|
|
11
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$63.7M
|
+$6.84M
|
+117,544
|
+12%
|
|
|
12
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$61.6M
|
+$34.3M
|
+589,872
|
+126%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$40.3M
|
+$3.46M
|
+59,463
|
+9%
|
|
|
14
|
Bank of New York Mellon
New York
|
$36.8M
|
+$1.6M
|
+27,433
|
+5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.2M
|
+$2.8M
|
+48,161
|
+11%
|
|
|
16
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$22M
|
+$4.36M
|
+74,914
|
+25%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.6M
|
–
|
–
|
–
|
|
|
18
|
Asset Management One
Tokyo,
Japan
|
$16.4M
|
+$289K
|
+4,969
|
+2%
|
|
|
19
|
|
$15M
|
-$1.96M
|
-33,656
|
-12%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$14.7M
|
+$595K
|
+10,224
|
+4%
|
|
|
21
|
Stadion Money Management
Watkinsville,
Georgia
|
$13.5M
|
+$305K
|
+5,250
|
+2%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$10.5M
|
+$428K
|
+7,360
|
+4%
|
|
|
23
|
|
$10.4M
|
+$608K
|
+10,463
|
+6%
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$9.51M
|
+$177K
|
+3,049
|
+2%
|
|
|
25
|
Conning Inc
Hartford,
Connecticut
|
$8.59M
|
+$8.57M
|
+147,320
|
New
|
|
