|
1
|
Bank of New York Mellon
New York
|
$263M
|
+$264M
|
+1,505,883
|
+25,698%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$206M
|
-$17.8M
|
-101,800
|
-8%
|
|
|
3
|
Daido Life Insurance Company
Osaka,
Japan
|
$173M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$153M
|
+$73.7M
|
+421,002
|
+92%
|
|
|
5
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$138M
|
+$1.62M
|
+9,236
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$115M
|
+$16.2M
|
+92,724
|
+16%
|
|
|
7
|
Austin Private Wealth
Austin,
Texas
|
$66.2M
|
-$2.7M
|
-15,407
|
-4%
|
|
|
8
|
|
$60.8M
|
+$28.5M
|
+162,821
|
+88%
|
|
|
9
|
|
$60.5M
|
+$6.24M
|
+35,625
|
+11%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$50.4M
|
-$185K
|
-1,057
|
-0.4%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$43.9M
|
+$42.6M
|
+243,457
|
+2,940%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.4M
|
+$2.97M
|
+16,939
|
+7%
|
|
|
13
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$35.4M
|
+$7.32M
|
+41,798
|
+26%
|
|
|
14
|
|
$35.2M
|
+$5.64M
|
+32,195
|
+19%
|
|
|
15
|
Evoke Wealth
Los Angeles,
California
|
$35.2M
|
+$35.3M
|
+201,717
|
+186,775%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$34.1M
|
+$2.22M
|
+12,656
|
+7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.5M
|
+$2.91M
|
+16,629
|
+10%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.7M
|
+$2.89M
|
+16,481
|
+11%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$27.5M
|
+$4.29M
|
+24,509
|
+18%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$25.9M
|
-$2.82M
|
-16,077
|
-10%
|
|
|
21
|
|
$22.9M
|
-$10.7K
|
-61
|
-0%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$21.8M
|
-$1.04M
|
-5,934
|
-5%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$21M
|
+$634K
|
+3,621
|
+3%
|
|
|
24
|
Hilltop Partners
Mishawaka,
Indiana
|
$20.5M
|
+$20.6M
|
+117,507
|
New
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$19M
|
+$7.5M
|
+42,803
|
+65%
|
|
