|
1
|
WestEnd Advisors
Charlotte,
North Carolina
|
$50.4B
|
-$35.2M
|
-269,970
|
Closed
|
|
|
2
|
|
$1.21B
|
-$615M
|
-4,708,592
|
-34%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$635M
|
-$41.2M
|
-315,680
|
-6%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$593M
|
+$54.6M
|
+418,225
|
+10%
|
|
|
5
|
SCS Capital Management
Boston,
Massachusetts
|
$541M
|
+$10.8M
|
+82,917
|
+2%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$483M
|
-$46.7M
|
-357,750
|
-9%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$393M
|
+$654K
|
+5,009
|
+0.2%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$336M
|
+$285M
|
+2,186,550
|
+567%
|
|
|
9
|
|
$229M
|
-$4.13M
|
-31,625
|
-2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$200M
|
-$21.9M
|
-167,808
|
-10%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$186M
|
+$32.7M
|
+250,250
|
+21%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$186M
|
+$12.3M
|
+94,442
|
+7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$180M
|
-$43.9M
|
-336,088
|
-20%
|
|
|
14
|
Matson Money Inc
Mason,
Ohio
|
$165M
|
+$5.14M
|
+39,378
|
+3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$148M
|
+$188K
|
+1,444
|
+0.1%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$143M
|
+$10.2M
|
+78,155
|
+8%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$135M
|
+$27.6M
|
+211,602
|
+26%
|
|
|
18
|
|
$133M
|
+$19.5M
|
+149,338
|
+17%
|
|
|
19
|
Mather Group
Chicago,
Illinois
|
$121M
|
-$18.1M
|
-138,747
|
-13%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$107M
|
+$4.97M
|
+38,064
|
+5%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$97.1M
|
+$13.7M
|
+105,231
|
+16%
|
|
|
22
|
Eaton Vance Management
Boston,
Massachusetts
|
$84M
|
+$7.99M
|
+61,227
|
+11%
|
|
|
23
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$84M
|
-$15.1M
|
-115,654
|
-15%
|
|
|
24
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$76.2M
|
+$10.9M
|
+83,125
|
+17%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$72.2M
|
-$1.9M
|
-14,569
|
-3%
|
|
