|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.72B
|
+$345M
|
+3,242,830
|
+26%
|
|
|
2
|
|
$1.05B
|
+$94.1M
|
+884,541
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$549M
|
+$80.5M
|
+756,729
|
+18%
|
|
|
4
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$519M
|
-$807M
|
-7,585,872
|
-61%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$504M
|
+$15M
|
+141,372
|
+3%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$475M
|
-$1.09M
|
-10,238
|
-0.2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$475M
|
+$41.3M
|
+388,280
|
+10%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$446M
|
+$56.8M
|
+533,788
|
+15%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$442M
|
+$20.1M
|
+188,471
|
+5%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$421M
|
-$5.57M
|
-52,353
|
-1%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$378M
|
-$17.3M
|
-162,603
|
-4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$340M
|
+$32.7M
|
+307,533
|
+11%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$321M
|
+$58M
|
+545,452
|
+22%
|
|
|
14
|
|
$316M
|
+$20.9M
|
+196,261
|
+7%
|
|
|
15
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$243M
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$237M
|
+$17M
|
+159,445
|
+8%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$221M
|
+$18.6M
|
+174,489
|
+9%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$182M
|
+$6.75M
|
+63,449
|
+4%
|
|
|
19
|
Edge Capital Group
Atlanta,
Georgia
|
$167M
|
+$13.6M
|
+127,890
|
+9%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$165M
|
+$36.3M
|
+340,683
|
+29%
|
|
|
21
|
|
$165M
|
+$5.47M
|
+51,449
|
+3%
|
|
|
22
|
Veritable
Wilmington,
Delaware
|
$149M
|
-$1.21M
|
-11,373
|
-0.8%
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
$138M
|
+$3.25M
|
+30,576
|
+2%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$137M
|
+$12.1M
|
+113,605
|
+10%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$130M
|
+$3.39M
|
+31,870
|
+3%
|
|
