|
1
|
WestEnd Advisors
Charlotte,
North Carolina
|
$54.4B
|
–
|
–
|
–
|
|
|
2
|
|
$1.45B
|
+$242M
|
+1,846,658
|
+20%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$637M
|
+$4.02M
|
+30,636
|
+0.6%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$636M
|
+$45.1M
|
+344,231
|
+8%
|
|
|
5
|
SCS Capital Management
Boston,
Massachusetts
|
$539M
|
+$42K
|
+320
|
+0%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$460M
|
-$22M
|
-167,411
|
-5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$388M
|
-$3.64M
|
-27,776
|
-0.9%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$351M
|
+$15.8M
|
+120,714
|
+5%
|
|
|
9
|
|
$238M
|
+$10.3M
|
+78,343
|
+4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$212M
|
+$27.3M
|
+207,961
|
+15%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$198M
|
+$11.9M
|
+90,527
|
+6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$186M
|
-$14.5M
|
-110,843
|
-7%
|
|
|
13
|
Matson Money Inc
Mason,
Ohio
|
$170M
|
+$6.19M
|
+47,189
|
+4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$169M
|
-$10.2M
|
-78,083
|
-6%
|
|
|
15
|
Cerity Partners OCIO
New York
|
$152M
|
+$10M
|
+76,324
|
+7%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$138M
|
-$10M
|
-76,559
|
-7%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$137M
|
+$2.7M
|
+20,596
|
+2%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$109M
|
+$2.68M
|
+20,416
|
+3%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$102M
|
+$4.94M
|
+37,656
|
+5%
|
|
|
20
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$97.7M
|
+$14M
|
+107,077
|
+17%
|
|
|
21
|
Bangor Savings Bank
Bangor,
Maine
|
$84.3M
|
+$14.4M
|
+110,045
|
+20%
|
|
|
22
|
SNS Financial Group
Minneapolis,
Minnesota
|
$77M
|
+$6.27M
|
+47,848
|
+9%
|
|
|
23
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$74.3M
|
+$3.29M
|
+25,117
|
+5%
|
|
|
24
|
Mather Group
Chicago,
Illinois
|
$74.2M
|
-$46.9M
|
-357,633
|
-39%
|
|
|
25
|
|
$65.9M
|
-$67.4M
|
-514,105
|
-50%
|
|
