|
1
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$632M
|
+$625M
|
+7,092,910
|
New
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$119M
|
+$117M
|
+1,326,252
|
+14,812%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
+$12M
|
+136,314
|
+13%
|
|
|
4
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$98.5M
|
-$4.98M
|
-56,450
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$97.5M
|
-$7.39M
|
-83,794
|
-7%
|
|
|
6
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$90.2M
|
+$51M
|
+578,276
|
+133%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$79.9M
|
+$1.93M
|
+21,906
|
+3%
|
|
|
8
|
|
$76.4M
|
-$751K
|
-8,524
|
-1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$59.3M
|
+$6.41M
|
+72,714
|
+12%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$57.2M
|
+$1.62M
|
+18,352
|
+3%
|
|
|
11
|
Austin Private Wealth
Austin,
Texas
|
$55.8M
|
+$418K
|
+4,740
|
+0.8%
|
|
|
12
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$50.3M
|
-$7.98M
|
-90,488
|
-14%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$45.3M
|
+$1.8M
|
+20,408
|
+4%
|
|
|
14
|
|
$40.2M
|
-$310M
|
-3,522,062
|
-89%
|
|
|
15
|
|
$37.4M
|
+$6.45M
|
+73,204
|
+21%
|
|
|
16
|
Vanguard Group
Malvern,
Pennsylvania
|
$31.3M
|
+$31M
|
+351,224
|
New
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$30.3M
|
+$6.76M
|
+76,748
|
+29%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$28.1M
|
-$2.54M
|
-28,812
|
-8%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$25.3M
|
+$6.82M
|
+77,416
|
+38%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.3M
|
+$2.94M
|
+33,404
|
+15%
|
|
|
21
|
Angeles Investment Advisors
Santa Monica,
California
|
$17.1M
|
+$16.9M
|
+192,000
|
New
|
|
|
22
|
Comprehensive Financial Management
Los Gatos,
California
|
$16M
|
–
|
–
|
–
|
|
|
23
|
Venturi Wealth Management
Austin,
Texas
|
$15.9M
|
+$14.6M
|
+165,872
|
+1,378%
|
|
|
24
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$15.7M
|
-$796K
|
-9,036
|
-5%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.5M
|
+$9.87M
|
+111,988
|
+182%
|
|
