|
1
|
|
$2.3B
|
+$81.2M
|
+689,362
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.08B
|
-$4.73M
|
-40,165
|
-0.4%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$803M
|
+$68.2M
|
+579,649
|
+9%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$509M
|
+$11.7M
|
+99,106
|
+2%
|
|
|
5
|
|
$504M
|
–
|
–
|
–
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$463M
|
+$69.2M
|
+587,473
|
+18%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$434M
|
+$64.1M
|
+544,449
|
+17%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$402M
|
-$48.6M
|
-412,831
|
-11%
|
|
|
9
|
|
$355M
|
+$19.5M
|
+165,625
|
+6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$339M
|
+$4.66M
|
+39,602
|
+1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$307M
|
-$14M
|
-119,327
|
-4%
|
|
|
12
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$288M
|
+$14.9M
|
+126,450
|
+5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$270M
|
+$17.3M
|
+147,285
|
+7%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$254M
|
+$14.6M
|
+124,297
|
+6%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$252M
|
-$30.2M
|
-256,419
|
-11%
|
|
|
16
|
|
$230M
|
-$1.07M
|
-9,072
|
-0.5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$220M
|
-$130M
|
-1,107,855
|
-37%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$220M
|
-$14.8M
|
-125,554
|
-6%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$201M
|
-$16M
|
-135,574
|
-7%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$184M
|
-$3.24M
|
-27,521
|
-2%
|
|
|
21
|
|
$179M
|
+$20.8M
|
+176,488
|
+13%
|
|
|
22
|
Tanglewood Wealth Management
Houston,
Texas
|
$170M
|
-$17.8M
|
-151,563
|
-9%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$160M
|
+$47.7K
|
+405
|
+8%
|
|
|
24
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$148M
|
+$20.3M
|
+172,090
|
+16%
|
|
|
25
|
Facet Wealth Inc
Baltimore,
Maryland
|
$142M
|
+$19.2M
|
+162,870
|
+16%
|
|
