|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.56B
|
+$181M
|
+3,675,211
|
+13%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$555M
|
+$30.3M
|
+616,136
|
+6%
|
|
|
3
|
Japan Science & Technology Agency
Tokyo,
Japan
|
$348M
|
–
|
–
|
–
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$341M
|
-$14.9M
|
-302,605
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$296M
|
-$271K
|
-5,499
|
-0.1%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$254M
|
+$47.5M
|
+964,515
|
+22%
|
|
|
7
|
|
$191M
|
-$4.39M
|
-89,255
|
-2%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$191M
|
+$7.13M
|
+144,840
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$187M
|
+$1.85M
|
+37,693
|
+1%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$172M
|
+$11.9M
|
+242,755
|
+7%
|
|
|
11
|
|
$149M
|
-$208K
|
-4,220
|
-0.1%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$139M
|
+$8.74M
|
+177,626
|
+7%
|
|
|
13
|
Asset Management One
Tokyo,
Japan
|
$116M
|
-$4.08M
|
-82,953
|
-3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$116M
|
+$8.28M
|
+168,236
|
+8%
|
|
|
15
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$109M
|
+$112M
|
+2,272,876
|
New
|
|
|
16
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$107M
|
-$61.8M
|
-1,255,455
|
-36%
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$99.7M
|
+$2.57M
|
+52,297
|
+3%
|
|
|
18
|
Bank of New York Mellon
New York
|
$89.2M
|
+$12.1M
|
+245,598
|
+15%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$85.8M
|
+$84.6M
|
+1,719,482
|
+2,623%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$73.9M
|
-$794K
|
-16,140
|
-1%
|
|
|
21
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$62.4M
|
+$456K
|
+9,272
|
+0.7%
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$52.4M
|
+$2.33M
|
+47,312
|
+5%
|
|
|
23
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$51.6M
|
–
|
–
|
–
|
|
|
24
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$36.7M
|
+$2.39M
|
+48,669
|
+7%
|
|
|
25
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$34.7M
|
+$3.56M
|
+72,370
|
+11%
|
|
