|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.47B
|
+$55.8M
|
+1,115,512
|
+4%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$651M
|
+$33.2M
|
+664,687
|
+5%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$455M
|
+$38M
|
+759,281
|
+9%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$376M
|
+$6.94M
|
+138,738
|
+2%
|
|
|
5
|
Japan Science & Technology Agency
Tokyo,
Japan
|
$363M
|
–
|
–
|
–
|
|
|
6
|
|
$357M
|
+$68.9M
|
+1,377,403
|
+24%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$336M
|
-$7.48M
|
-149,588
|
-2%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$294M
|
+$6.37M
|
+127,263
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$237M
|
+$6.35M
|
+126,894
|
+3%
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$237M
|
+$79.2M
|
+1,582,867
|
+50%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$231M
|
+$10.1M
|
+202,897
|
+5%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$163M
|
+$5.18M
|
+103,519
|
+3%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$146M
|
+$1.72M
|
+34,299
|
+1%
|
|
|
14
|
|
$135M
|
+$2.21M
|
+44,201
|
+2%
|
|
|
15
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$130M
|
+$28.8M
|
+575,955
|
+29%
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
$118M
|
+$9.53M
|
+190,449
|
+9%
|
|
|
17
|
Asset Management One
Tokyo,
Japan
|
$107M
|
-$7.64M
|
-152,671
|
-7%
|
|
|
18
|
Bank of New York Mellon
New York
|
$94.9M
|
-$9.1M
|
-181,997
|
-9%
|
|
|
19
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$69.4M
|
+$3.05M
|
+60,988
|
+5%
|
|
|
20
|
Merit Financial Group
Alpharetta,
Georgia
|
$66.9M
|
-$16.4M
|
-327,131
|
-20%
|
|
|
21
|
Mather Group
Chicago,
Illinois
|
$61.6M
|
+$3.83M
|
+76,499
|
+7%
|
|
|
22
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$53.8M
|
–
|
–
|
–
|
|
|
23
|
Voya Financial Advisors
Windsor,
Connecticut
|
$51.1M
|
-$457K
|
-9,138
|
-0.9%
|
|
|
24
|
|
$47.8M
|
+$27.6M
|
+551,594
|
+138%
|
|
|
25
|
Avidian Wealth Enterprises
Houston,
Texas
|
$47.1M
|
+$2.17M
|
+43,479
|
+5%
|
|
