|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.49B
|
-$230M
|
-4,729,841
|
-14%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$478M
|
+$475M
|
+9,741,579
|
New
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$383M
|
+$15.7M
|
+321,460
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$245M
|
+$886K
|
+18,180
|
+0.4%
|
|
|
5
|
|
$201M
|
+$10M
|
+206,257
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$200M
|
-$1.17M
|
-24,010
|
-0.6%
|
|
|
7
|
Allworth Financial
Folsom,
California
|
$172M
|
+$5.47M
|
+112,344
|
+3%
|
|
|
8
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$166M
|
+$54.7M
|
+1,122,874
|
+50%
|
|
|
9
|
|
$163M
|
+$2.24M
|
+46,035
|
+1%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$160M
|
+$4.28M
|
+87,761
|
+3%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$149M
|
-$2.25M
|
-46,122
|
-2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$119M
|
+$12.1M
|
+248,688
|
+11%
|
|
|
13
|
Asset Management One
Tokyo,
Japan
|
$92.6M
|
-$960K
|
-19,706
|
-1%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$82.7M
|
+$3.56M
|
+73,023
|
+5%
|
|
|
15
|
Bank of New York Mellon
New York
|
$76.2M
|
+$13.7M
|
+281,788
|
+22%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$71.7M
|
-$4.89M
|
-100,428
|
-6%
|
|
|
17
|
Principal Financial Group
Des Moines,
Iowa
|
$63.9M
|
+$63.4M
|
+1,300,353
|
New
|
|
|
18
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$62.4M
|
-$1.9M
|
-39,040
|
-3%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$52.9M
|
-$1.95M
|
-39,934
|
-4%
|
|
|
20
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$52.7M
|
–
|
–
|
–
|
|
|
21
|
MetLife Investment Management
Whippany,
New Jersey
|
$35.3M
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32M
|
+$853K
|
+17,508
|
+3%
|
|
|
23
|
|
$29M
|
+$18.4M
|
+377,583
|
+178%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$28.1M
|
-$2.49M
|
-51,177
|
-8%
|
|
|
25
|
|
$26.6M
|
+$2.61M
|
+53,508
|
+11%
|
|
