|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.53B
|
+$255M
|
+4,933,287
|
+11%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.28B
|
+$72.9M
|
+1,413,057
|
+6%
|
|
|
3
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$916M
|
+$53.3M
|
+1,032,775
|
+6%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$580M
|
+$79M
|
+1,530,288
|
+15%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$495M
|
+$116M
|
+2,251,907
|
+31%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$491M
|
+$16.6M
|
+320,822
|
+4%
|
|
|
7
|
|
$409M
|
+$40.6M
|
+786,078
|
+11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$376M
|
+$12.5M
|
+242,196
|
+3%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$293M
|
+$7.82M
|
+151,647
|
+3%
|
|
|
10
|
Franklin Resources
San Mateo,
California
|
$251M
|
-$9.26M
|
-179,525
|
-4%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$250M
|
+$16.7M
|
+323,774
|
+7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$207M
|
+$11.4M
|
+220,483
|
+6%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$161M
|
+$3.75M
|
+72,664
|
+2%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$153M
|
+$7.72M
|
+149,669
|
+5%
|
|
|
15
|
|
$150M
|
+$17.9M
|
+347,056
|
+14%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$134M
|
+$51.6M
|
+1,000,013
|
+64%
|
|
|
17
|
Asset Management One
Tokyo,
Japan
|
$127M
|
+$11.2M
|
+216,905
|
+10%
|
|
|
18
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$122M
|
-$63.9M
|
-1,238,314
|
-35%
|
|
|
19
|
Japan Science & Technology Agency
Tokyo,
Japan
|
$112M
|
-$85.1M
|
-1,650,000
|
-43%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$93.3M
|
+$57.6M
|
+1,115,631
|
+166%
|
|
|
21
|
Bank of New York Mellon
New York
|
$75.9M
|
-$1.3M
|
-25,156
|
-2%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$74.8M
|
+$3.72M
|
+72,046
|
+5%
|
|
|
23
|
|
$74.3M
|
+$2.36M
|
+45,662
|
+3%
|
|
|
24
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$73.5M
|
+$800K
|
+15,501
|
+1%
|
|
|
25
|
Merit Financial Group
Alpharetta,
Georgia
|
$64.5M
|
+$1.7M
|
+32,866
|
+3%
|
|
