|
1
|
|
$3.91B
|
-$578M
|
-5,022,480
|
-14%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$2.19B
|
+$194M
|
+1,687,027
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$546M
|
+$121M
|
+1,047,913
|
+30%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$492M
|
-$132M
|
-1,150,869
|
-22%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$453M
|
+$54.6M
|
+474,207
|
+15%
|
|
|
6
|
|
$436M
|
-$284M
|
-2,467,046
|
-41%
|
|
|
7
|
|
$263M
|
+$68.5M
|
+595,417
|
+38%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$244M
|
-$23.1M
|
-200,448
|
-9%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$242M
|
+$194M
|
+1,689,043
|
+551%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$230M
|
+$218M
|
+1,895,403
|
New
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$205M
|
+$13.9M
|
+121,180
|
+8%
|
|
|
12
|
Wealthcare Capital Management
Richmond,
Virginia
|
$190M
|
-$71.3M
|
-619,619
|
-28%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$186M
|
-$47M
|
-408,178
|
-21%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$179M
|
+$77.1M
|
+669,887
|
+83%
|
|
|
15
|
Windham Capital Management
Boston,
Massachusetts
|
$176M
|
+$167M
|
+1,447,878
|
New
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$165M
|
+$117M
|
+1,018,586
|
+303%
|
|
|
17
|
1607 Capital Partners
Richmond,
Virginia
|
$154M
|
+$20.1M
|
+174,450
|
+16%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$146M
|
+$123M
|
+1,069,268
|
+784%
|
|
|
19
|
Cabana LLC
Fayetteville,
Arkansas
|
$138M
|
+$130M
|
+1,131,357
|
+78,349%
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$136M
|
–
|
–
|
–
|
|
|
21
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$131M
|
+$123M
|
+1,069,640
|
+29,337%
|
|
|
22
|
|
$124M
|
-$127M
|
-1,104,259
|
-52%
|
|
|
23
|
SVA Wealth Management
Madison,
Wisconsin
|
$112M
|
+$3.42M
|
+29,739
|
+3%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$107M
|
+$2.74M
|
+23,832
|
+3%
|
|
|
25
|
Brouwer & Janachowski
Mill Valley,
California
|
$107M
|
+$695K
|
+6,038
|
+0.7%
|
|
