|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.2B
|
+$132M
|
+1,265,776
|
+11%
|
|
|
2
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$1.17B
|
–
|
–
|
–
|
|
|
3
|
|
$835M
|
+$29.6M
|
+284,589
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$428M
|
+$11.3M
|
+108,937
|
+2%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$418M
|
-$10.6M
|
-102,332
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$409M
|
+$30.9M
|
+296,836
|
+7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$379M
|
-$5.13M
|
-49,322
|
-1%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$374M
|
+$876K
|
+8,419
|
+0.2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$370M
|
+$30.8M
|
+296,343
|
+8%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$347M
|
+$12.3M
|
+118,595
|
+3%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$341M
|
-$8M
|
-76,917
|
-2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$269M
|
-$7.68M
|
-73,888
|
-3%
|
|
|
13
|
|
$258M
|
+$38.8M
|
+372,828
|
+16%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$230M
|
+$3.71M
|
+35,658
|
+1%
|
|
|
15
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$213M
|
-$19.7M
|
-189,633
|
-8%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$193M
|
+$26.6M
|
+255,885
|
+14%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$178M
|
+$8.33M
|
+80,085
|
+4%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$153M
|
+$8.6M
|
+82,731
|
+5%
|
|
|
19
|
|
$140M
|
-$2.43M
|
-23,399
|
-2%
|
|
|
20
|
Edge Capital Group
Atlanta,
Georgia
|
$134M
|
+$7.24M
|
+69,636
|
+5%
|
|
|
21
|
Veritable
Wilmington,
Delaware
|
$132M
|
+$7.18M
|
+69,069
|
+5%
|
|
|
22
|
Colony Group
Boston,
Massachusetts
|
$118M
|
+$5.72M
|
+54,979
|
+5%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$113M
|
+$14.9M
|
+143,353
|
+14%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$111M
|
-$3.06M
|
-29,459
|
-2%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$109M
|
+$15.6M
|
+150,292
|
+15%
|
|
