|
1
|
CM Wealth Advisors
Beachwood,
Ohio
|
$17.9B
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.6B
|
-$332M
|
-909,370
|
-3%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.81B
|
+$232M
|
+634,224
|
+3%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$6.15B
|
+$192M
|
+526,492
|
+3%
|
|
|
5
|
|
$5.82B
|
+$4.42M
|
+12,098
|
+0.1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.25B
|
+$138M
|
+378,049
|
+3%
|
|
|
7
|
|
$2.92B
|
+$74.9M
|
+204,986
|
+2%
|
|
|
8
|
|
$2.33B
|
+$366M
|
+1,003,261
|
+16%
|
|
|
9
|
Acorns Advisers
Irvine,
California
|
$2.29B
|
+$79.6M
|
+217,886
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.25B
|
+$21.8M
|
+59,793
|
+2%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$1.23B
|
+$155M
|
+423,441
|
+13%
|
|
|
12
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$1.19B
|
–
|
–
|
–
|
|
|
13
|
Bank of New York Mellon
New York
|
$1.16B
|
+$114M
|
+310,865
|
+10%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.12B
|
+$19.2M
|
+52,606
|
+2%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.03B
|
+$108M
|
+294,759
|
+10%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$992M
|
-$3.63M
|
-9,936
|
-0.3%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$987M
|
+$40.8M
|
+111,844
|
+4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$985M
|
+$77.4M
|
+211,865
|
+8%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$873M
|
+$92.5M
|
+253,228
|
+11%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$864M
|
+$43.8M
|
+119,979
|
+5%
|
|
|
21
|
E-L Financial Corp
Toronto,
Ontario, Canada
|
$748M
|
-$3.29K
|
-9
|
-0%
|
|
|
22
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$710M
|
-$34.7M
|
-94,995
|
-4%
|
|
|
23
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$683M
|
+$156M
|
+428,200
|
+26%
|
|
|
24
|
Credit Suisse
Zurich,
Switzerland
|
$627M
|
+$1.93M
|
+5,277
|
+0.3%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$563M
|
+$6.78M
|
+18,576
|
+1%
|
|
