|
1
|
|
$1.06B
|
-$458M
|
-3,939,422
|
-30%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$637M
|
-$12.2M
|
-104,783
|
-2%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$456M
|
+$20.5M
|
+176,331
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$442M
|
+$60.1M
|
+517,339
|
+16%
|
|
|
5
|
|
$419M
|
+$129M
|
+1,113,887
|
+46%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$289M
|
-$46.7M
|
-401,588
|
-14%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$263M
|
+$26.9M
|
+231,410
|
+12%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$256M
|
+$25.8M
|
+221,742
|
+11%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$250M
|
-$18.9M
|
-162,989
|
-7%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$238M
|
-$59.9M
|
-515,507
|
-20%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$234M
|
+$9.44M
|
+81,243
|
+4%
|
|
|
12
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$225M
|
-$6.74M
|
-57,974
|
-3%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$217M
|
-$194M
|
-1,670,938
|
-48%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$211M
|
+$22.5M
|
+193,783
|
+12%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$197M
|
+$76.7M
|
+659,875
|
+65%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$192M
|
-$78.4M
|
-674,929
|
-29%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$180M
|
+$834K
|
+7,179
|
+0.5%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$173M
|
+$4.79M
|
+41,232
|
+3%
|
|
|
19
|
Tanglewood Wealth Management
Houston,
Texas
|
$166M
|
+$882K
|
+7,589
|
+0.5%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$158M
|
+$13.4M
|
+115,377
|
+9%
|
|
|
21
|
WestEnd Advisors
Charlotte,
North Carolina
|
$146M
|
-$130M
|
-1,119,864
|
Closed
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$136M
|
-$8.99M
|
-77,398
|
-6%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$132M
|
-$42.7M
|
-367,014
|
-25%
|
|
|
24
|
Matson Money Inc
Mason,
Ohio
|
$110M
|
-$7.07M
|
-60,853
|
-4%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$105M
|
+$54.6M
|
+469,557
|
+112%
|
|
