|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.36B
|
+$164M
|
+1,995,566
|
+14%
|
|
|
2
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.26B
|
+$482M
|
+5,858,233
|
+62%
|
|
|
3
|
|
$258M
|
-$18M
|
-219,271
|
-7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$141M
|
+$28.4M
|
+344,789
|
+26%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$116M
|
-$12.5M
|
-151,853
|
-10%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$103M
|
+$6.61M
|
+80,404
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$103M
|
-$17.4M
|
-211,225
|
-15%
|
|
|
8
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$92.8M
|
+$25.6M
|
+311,709
|
+39%
|
|
|
9
|
|
$90.9M
|
+$44.6M
|
+542,081
|
+98%
|
|
|
10
|
|
$83.9M
|
+$12M
|
+146,427
|
+17%
|
|
|
11
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$82.6M
|
+$107M
|
+1,305,769
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$70.9M
|
-$13.5M
|
-164,376
|
-16%
|
|
|
13
|
Austin Private Wealth
Austin,
Texas
|
$59.7M
|
-$3.28M
|
-39,917
|
-5%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$56.8M
|
+$1.12M
|
+13,669
|
+2%
|
|
|
15
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$49.7M
|
+$49.4M
|
+600,000
|
New
|
|
|
16
|
|
$44.2M
|
+$3.64M
|
+44,268
|
+9%
|
|
|
17
|
Venturi Wealth Management
Austin,
Texas
|
$41.7M
|
+$20.4M
|
+247,642
|
+97%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$40M
|
-$406K
|
-4,937
|
-1%
|
|
|
19
|
Evoke Wealth
Los Angeles,
California
|
$35.9M
|
+$35.7M
|
+433,469
|
New
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$30.4M
|
+$167K
|
+2,024
|
+0.6%
|
|
|
21
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$29.8M
|
-$17.4M
|
-211,026
|
-37%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$24.6M
|
+$505K
|
+6,137
|
+2%
|
|
|
23
|
CSM Advisors
Warrendale,
Pennsylvania
|
$21M
|
+$19.9M
|
+242,292
|
+2,243%
|
|
|
24
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$17.8M
|
+$2.11M
|
+25,601
|
+14%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$15M
|
+$1.84M
|
+22,336
|
+14%
|
|
