|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.48B
|
+$169M
|
+2,968,677
|
+12%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$343M
|
+$66.1M
|
+1,164,235
|
+23%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$289M
|
+$3.7M
|
+65,129
|
+1%
|
|
|
4
|
|
$229M
|
-$33.2M
|
-585,600
|
-12%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$218M
|
+$38M
|
+670,195
|
+20%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$188M
|
+$98.6M
|
+1,736,200
|
+104%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$173M
|
+$7.95M
|
+140,044
|
+5%
|
|
|
8
|
|
$164M
|
-$12.6M
|
-222,281
|
-7%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$114M
|
+$98.5M
|
+1,734,431
|
+522%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$112M
|
-$3.99M
|
-70,333
|
-3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$111M
|
-$16.4M
|
-288,260
|
-13%
|
|
|
12
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$90.9M
|
+$94.4M
|
+1,663,365
|
+14,266%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
$78.6M
|
+$81M
|
+1,427,426
|
New
|
|
|
14
|
Asset Management One
Tokyo,
Japan
|
$74.3M
|
-$1.23M
|
-21,659
|
-2%
|
|
|
15
|
Bank of New York Mellon
New York
|
$72.7M
|
+$5.01M
|
+88,167
|
+7%
|
|
|
16
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$59M
|
+$60.9M
|
+1,072,400
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.9M
|
+$1.48M
|
+25,999
|
+4%
|
|
|
18
|
MetLife Investment Management
Whippany,
New Jersey
|
$39.6M
|
–
|
–
|
–
|
|
|
19
|
|
$38M
|
+$33.5M
|
+589,836
|
+585%
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
$36.3M
|
-$1.79M
|
-31,445
|
-4%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$35.4M
|
+$5.73M
|
+100,914
|
+19%
|
|
|
22
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$28.8M
|
+$29.7M
|
+522,754
|
New
|
|
|
23
|
Manning & Napier Group
Fairport,
New York
|
$27.1M
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.9M
|
-$4.48M
|
-78,836
|
-14%
|
|
|
25
|
Avidian Wealth Enterprises
Houston,
Texas
|
$26.6M
|
-$1.41M
|
-24,880
|
-5%
|
|
