|
1
|
|
$1.4B
|
+$143M
|
+1,206,966
|
+11%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$646M
|
+$19M
|
+160,581
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$602M
|
+$111M
|
+934,955
|
+22%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$435M
|
-$18.7M
|
-157,671
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$352M
|
+$176M
|
+1,489,701
|
+94%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$348M
|
-$138M
|
-1,161,761
|
-28%
|
|
|
7
|
|
$298M
|
+$45.1M
|
+380,873
|
+17%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$282M
|
-$10.6M
|
-89,650
|
-4%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$251M
|
-$5.19M
|
-43,828
|
-2%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$233M
|
+$80.9M
|
+683,592
|
+50%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$231M
|
+$10.4M
|
+87,944
|
+5%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$221M
|
-$2.42M
|
-20,462
|
-1%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$211M
|
+$154M
|
+1,298,447
|
+238%
|
|
|
14
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$188M
|
-$212M
|
-1,790,359
|
-52%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$188M
|
-$14.7M
|
-124,612
|
-7%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$177M
|
+$102M
|
+860,997
|
+124%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$168M
|
-$16.2M
|
-136,908
|
-9%
|
|
|
18
|
Matson Money Inc
Mason,
Ohio
|
$161M
|
-$1.29M
|
-10,859
|
-0.8%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$154M
|
-$19.7M
|
-166,430
|
-11%
|
|
|
20
|
Cerity Partners OCIO
New York
|
$149M
|
+$35.8M
|
+302,796
|
+30%
|
|
|
21
|
WestEnd Advisors
Charlotte,
North Carolina
|
$135M
|
+$44.3M
|
+374,025
|
+46%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$132M
|
+$48.9M
|
+413,533
|
+56%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$112M
|
-$2.16M
|
-18,208
|
-2%
|
|
|
24
|
Tanglewood Wealth Management
Houston,
Texas
|
$99.4M
|
+$3.66M
|
+30,917
|
+4%
|
|
|
25
|
|
$94.1M
|
-$4.43M
|
-37,435
|
-4%
|
|
