|
1
|
|
$1.14B
|
+$105M
|
+899,859
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$550M
|
-$74.9M
|
-639,331
|
-12%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$475M
|
+$28.5M
|
+243,660
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$458M
|
+$25.2M
|
+214,951
|
+6%
|
|
|
5
|
|
$345M
|
-$65.7M
|
-561,400
|
-16%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$279M
|
-$4.01M
|
-34,261
|
-1%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$273M
|
+$15.6M
|
+133,057
|
+6%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$273M
|
+$85.3M
|
+728,141
|
+45%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$262M
|
+$12.1M
|
+103,090
|
+5%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$258M
|
+$45.9M
|
+392,277
|
+21%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$243M
|
+$50.2M
|
+428,473
|
+26%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$239M
|
-$5.76M
|
-49,177
|
-2%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$230M
|
-$3.99M
|
-34,107
|
-2%
|
|
|
14
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$228M
|
+$7.54M
|
+64,387
|
+3%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$219M
|
-$11.1M
|
-94,586
|
-5%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$215M
|
+$7.97M
|
+68,026
|
+4%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$168M
|
-$1.25M
|
-10,697
|
-0.7%
|
|
|
18
|
Matson Money Inc
Mason,
Ohio
|
$164M
|
+$9.22M
|
+78,693
|
+6%
|
|
|
19
|
Tanglewood Wealth Management
Houston,
Texas
|
$162M
|
+$131K
|
+1,121
|
+0.1%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$161M
|
+$6.25M
|
+53,377
|
+4%
|
|
|
21
|
WestEnd Advisors
Charlotte,
North Carolina
|
$150M
|
+$152M
|
+1,299,140
|
New
|
|
|
22
|
|
$147M
|
+$148M
|
+1,261,780
|
+10,380%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$138M
|
+$4.56M
|
+38,910
|
+3%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$125M
|
-$4.09M
|
-34,906
|
-3%
|
|
|
25
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$123M
|
+$125M
|
+1,067,694
|
New
|
|
