|
1
|
|
$1.1B
|
-$879M
|
-7,700,906
|
-45%
|
|
|
2
|
|
$586M
|
+$156M
|
+1,369,659
|
+38%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$585M
|
-$102M
|
-890,701
|
-15%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$487M
|
-$9.24M
|
-80,942
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$455M
|
-$17.2M
|
-150,957
|
-4%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$352M
|
+$30.5M
|
+267,096
|
+10%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$326M
|
-$49.6M
|
-434,379
|
-13%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$305M
|
-$2.97M
|
-26,041
|
-1%
|
|
|
9
|
|
$261M
|
+$110M
|
+960,139
|
+76%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$250M
|
-$7.51M
|
-65,819
|
-3%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$245M
|
+$14.7M
|
+128,421
|
+7%
|
|
|
12
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$243M
|
-$2.77M
|
-24,260
|
-1%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$230M
|
-$7.31M
|
-64,030
|
-3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$219M
|
-$33.6M
|
-294,495
|
-14%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$214M
|
-$88.9M
|
-779,391
|
-30%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$208M
|
-$11M
|
-95,995
|
-5%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$198M
|
-$7.46M
|
-65,362
|
-4%
|
|
|
18
|
Matson Money Inc
Mason,
Ohio
|
$168M
|
-$3.46M
|
-30,338
|
-2%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$153M
|
-$2.66M
|
-23,306
|
-2%
|
|
|
20
|
WestEnd Advisors
Charlotte,
North Carolina
|
$151M
|
-$3.1M
|
-27,154
|
-2%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$147M
|
-$3.18M
|
-27,843
|
-2%
|
|
|
22
|
Tanglewood Wealth Management
Houston,
Texas
|
$141M
|
-$62.7M
|
-549,027
|
-31%
|
|
|
23
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$138M
|
-$5.34M
|
-46,779
|
-4%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$133M
|
+$3.88M
|
+34,037
|
+3%
|
|
|
25
|
|
$119M
|
+$12.7M
|
+111,338
|
+12%
|
|
