|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.03B
|
+$128M
|
+1,128,000
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.59B
|
+$28.3M
|
+249,077
|
+2%
|
|
|
3
|
|
$1.09B
|
+$2.16M
|
+19,016
|
+0.2%
|
|
|
4
|
NEOS Investment Management
Westport,
Connecticut
|
$1.03B
|
+$217M
|
+1,908,879
|
+29%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$716M
|
+$15.7M
|
+138,459
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$495M
|
+$38.1M
|
+335,542
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$439M
|
+$1.78M
|
+15,687
|
+0.4%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$355M
|
-$142M
|
-1,250,406
|
-30%
|
|
|
9
|
|
$346M
|
-$10.4M
|
-91,536
|
-3%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$276M
|
+$89.7M
|
+789,772
|
+53%
|
|
|
11
|
Natixis Advisors
Boston,
Massachusetts
|
$233M
|
-$113M
|
-993,515
|
-34%
|
|
|
12
|
|
$225M
|
+$540K
|
+4,758
|
+0.3%
|
|
|
13
|
|
$219M
|
-$68.9M
|
-606,891
|
-25%
|
|
|
14
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$180M
|
+$24.3M
|
+213,760
|
+17%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$149M
|
+$17.6M
|
+155,023
|
+14%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$137M
|
+$51.2M
|
+451,254
|
+66%
|
|
|
17
|
Neuberger Berman Group
New York
|
$105M
|
-$824K
|
-7,261
|
-0.8%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$94M
|
+$9.76M
|
+85,947
|
+12%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$89.9M
|
+$3.45M
|
+30,347
|
+4%
|
|
|
20
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$76.4M
|
+$10.4M
|
+91,352
|
+17%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$76.2M
|
+$70.3M
|
+619,508
|
+7,431%
|
|
|
22
|
Henshaw Capital
Woburn,
Massachusetts
|
$70.7M
|
–
|
–
|
–
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$68.8M
|
-$1.98M
|
-17,428
|
-3%
|
|
|
24
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$51M
|
-$9.31M
|
-82,000
|
-16%
|
|
|
25
|
Venturi Wealth Management
Austin,
Texas
|
$50.5M
|
-$1.36M
|
-11,986
|
-3%
|
|
