|
1
|
UBS Group
Zurich,
Switzerland
|
$1.25B
|
+$88M
|
+1,504,126
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$846M
|
+$110M
|
+1,872,555
|
+15%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$159M
|
+$41.3M
|
+704,946
|
+39%
|
|
|
4
|
|
$152M
|
+$49.4M
|
+843,750
|
+50%
|
|
|
5
|
|
$116M
|
+$40.8M
|
+697,556
|
+57%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$106M
|
-$4.33M
|
-73,967
|
-4%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$91.4M
|
+$22.9M
|
+391,774
|
+35%
|
|
|
8
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$89.8M
|
+$23.5M
|
+401,911
|
+37%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$85.8M
|
+$10.4M
|
+177,306
|
+14%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$65.1M
|
+$24.2M
|
+413,957
|
+62%
|
|
|
11
|
Bank of New York Mellon
New York
|
$51.2M
|
+$14.8M
|
+252,670
|
+42%
|
|
|
12
|
MetLife Investment Management
Whippany,
New Jersey
|
$43.4M
|
–
|
–
|
–
|
|
|
13
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$40.5M
|
+$24.8M
|
+424,231
|
+171%
|
|
|
14
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$40.5M
|
+$39.2M
|
+670,455
|
New
|
|
|
15
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$39.6M
|
+$4.98M
|
+85,098
|
+15%
|
|
|
16
|
|
$36.8M
|
-$118M
|
-2,015,991
|
-77%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.2M
|
+$2.31M
|
+39,544
|
+8%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$31.4M
|
+$1.43M
|
+24,414
|
+5%
|
|
|
19
|
Asset Management One
Tokyo,
Japan
|
$26.8M
|
+$11.1M
|
+189,340
|
+75%
|
|
|
20
|
Fosun International
Hong Kong,
China
|
$25.7M
|
+$3.59M
|
+61,404
|
+17%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$22.6M
|
+$5.45M
|
+93,127
|
+33%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.6M
|
–
|
–
|
–
|
|
|
23
|
Barings
Charlotte,
North Carolina
|
$19M
|
–
|
–
|
–
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$18.9M
|
+$18.3M
|
+312,871
|
New
|
|
|
25
|
FundX Investment Group
San Francisco,
California
|
$16.4M
|
+$15.9M
|
+272,180
|
New
|
|
