|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.53B
|
+$159M
|
+3,043,965
|
+11%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$349M
|
+$32.2M
|
+618,067
|
+10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$257M
|
-$11.3M
|
-216,114
|
-4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$208M
|
+$6.37M
|
+122,251
|
+3%
|
|
|
5
|
|
$198M
|
-$14.8M
|
-285,056
|
-7%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$158M
|
-$3.13M
|
-60,086
|
-2%
|
|
|
7
|
|
$152M
|
-$227K
|
-4,356
|
-0.1%
|
|
|
8
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$127M
|
+$130M
|
+2,500,000
|
New
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$112M
|
+$8.06M
|
+154,732
|
+8%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$111M
|
+$5.58M
|
+107,195
|
+5%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$104M
|
-$71.3M
|
-1,368,259
|
-40%
|
|
|
12
|
Asset Management One
Tokyo,
Japan
|
$99.9M
|
+$31.7M
|
+608,951
|
+45%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$88M
|
-$16.2M
|
-310,170
|
-15%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$80.1M
|
+$7.53M
|
+144,674
|
+10%
|
|
|
15
|
Bank of New York Mellon
New York
|
$65.2M
|
-$2.18M
|
-41,912
|
-3%
|
|
|
16
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$59.9M
|
+$34M
|
+653,039
|
+125%
|
|
|
17
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$54.7M
|
–
|
–
|
–
|
|
|
18
|
MetLife Investment Management
Whippany,
New Jersey
|
$36.7M
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31M
|
-$6.1M
|
-117,129
|
-16%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$30.5M
|
-$2.33M
|
-44,663
|
-7%
|
|
|
21
|
|
$28.5M
|
-$6.89M
|
-132,260
|
-19%
|
|
|
22
|
Brookstone Capital Management
Wheaton,
Illinois
|
$25.7M
|
-$9.14M
|
-175,561
|
-26%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.7M
|
-$150K
|
-2,885
|
-0.6%
|
|
|
24
|
Avidian Wealth Enterprises
Houston,
Texas
|
$24.1M
|
-$485K
|
-9,307
|
-2%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$23.9M
|
-$516K
|
-9,916
|
-2%
|
|
