|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.68B
|
+$255M
|
+5,010,826
|
+17%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$359M
|
+$31.5M
|
+619,241
|
+9%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$239M
|
-$2.82M
|
-55,448
|
-1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$197M
|
+$1.32M
|
+25,953
|
+0.6%
|
|
|
5
|
|
$187M
|
+$187K
|
+3,677
|
+0.1%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$163M
|
+$62.2M
|
+1,221,507
|
+56%
|
|
|
7
|
|
$157M
|
+$14.5M
|
+284,053
|
+10%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$153M
|
+$58.1M
|
+1,139,628
|
+56%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$148M
|
-$958K
|
-18,800
|
-0.6%
|
|
|
10
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$109M
|
+$115M
|
+2,253,999
|
+19,331%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$104M
|
+$23.3K
|
+458
|
+0%
|
|
|
12
|
Asset Management One
Tokyo,
Japan
|
$91.6M
|
-$2.7M
|
-53,063
|
-3%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
$77.4M
|
+$1.95M
|
+38,272
|
+2%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$75M
|
-$8.42M
|
-165,321
|
-10%
|
|
|
15
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$62.9M
|
+$6.77M
|
+132,908
|
+11%
|
|
|
16
|
Bank of New York Mellon
New York
|
$61M
|
-$479K
|
-9,395
|
-0.7%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$53.7M
|
+$32.2M
|
+631,524
|
+130%
|
|
|
18
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$51.5M
|
–
|
–
|
–
|
|
|
19
|
MetLife Investment Management
Whippany,
New Jersey
|
$34.6M
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.4M
|
+$1.27M
|
+24,922
|
+4%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$30M
|
+$1.31M
|
+25,755
|
+4%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.1M
|
+$30.6M
|
+600,282
|
+9,635%
|
|
|
23
|
|
$23.5M
|
-$3.57M
|
-69,996
|
-13%
|
|
|
24
|
Manning & Napier Group
Fairport,
New York
|
$22.9M
|
–
|
–
|
–
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$22.7M
|
+$142K
|
+2,789
|
+0.6%
|
|
