|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.43B
|
-$228M
|
-4,672,047
|
-14%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$613M
|
+$19.9M
|
+408,677
|
+4%
|
|
|
3
|
Japan Science & Technology Agency
Tokyo,
Japan
|
$371M
|
–
|
–
|
–
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$356M
|
-$7.34M
|
-150,514
|
-2%
|
|
|
5
|
Bank of New York Mellon
New York
|
$355M
|
+$248M
|
+5,080,367
|
+274%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$316M
|
+$430K
|
+8,822
|
+0.1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$272M
|
+$967K
|
+19,812
|
+0.4%
|
|
|
8
|
|
$238M
|
+$32.6M
|
+668,356
|
+17%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$231M
|
+$30.2M
|
+618,571
|
+16%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$212M
|
+$7.7M
|
+157,735
|
+4%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$184M
|
-$7.37K
|
-151
|
-0%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$148M
|
-$254K
|
-5,214
|
-0.2%
|
|
|
13
|
|
$144M
|
-$14.6M
|
-298,563
|
-10%
|
|
|
14
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$138M
|
+$20.6M
|
+421,296
|
+19%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$134M
|
+$11.6M
|
+237,270
|
+10%
|
|
|
16
|
Asset Management One
Tokyo,
Japan
|
$115M
|
-$8.25M
|
-169,137
|
-7%
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$108M
|
+$1.42M
|
+29,095
|
+1%
|
|
|
18
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$103M
|
-$11.1M
|
-228,054
|
-10%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$86.6M
|
-$4.67M
|
-95,668
|
-5%
|
|
|
20
|
Voya Financial Advisors
Windsor,
Connecticut
|
$86M
|
+$81.7M
|
+1,674,532
|
New
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$79.9M
|
+$1.83M
|
+37,436
|
+2%
|
|
|
22
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$66.2M
|
-$295K
|
-6,050
|
-0.5%
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$66.1M
|
+$57.2M
|
+1,172,469
|
+1,006%
|
|
|
24
|
Mather Group
Chicago,
Illinois
|
$58.6M
|
+$2.67M
|
+54,705
|
+5%
|
|
|
25
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$55M
|
–
|
–
|
–
|
|
