|
1
|
|
$1.11B
|
+$20.4M
|
+175,920
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$598M
|
+$19.6M
|
+169,007
|
+3%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$487M
|
+$6.09M
|
+52,447
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$425M
|
-$25.3M
|
-218,150
|
-6%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$365M
|
+$16.8M
|
+144,630
|
+5%
|
|
|
6
|
|
$352M
|
-$228M
|
-1,963,384
|
-39%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$314M
|
-$8.29M
|
-71,416
|
-3%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$291M
|
-$10.4M
|
-89,828
|
-3%
|
|
|
9
|
|
$286M
|
+$28.1M
|
+242,337
|
+11%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$240M
|
-$7.54M
|
-64,934
|
-3%
|
|
|
11
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$239M
|
-$1.9M
|
-16,406
|
-0.8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$234M
|
+$17.1M
|
+147,588
|
+8%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$219M
|
-$23.8M
|
-204,654
|
-10%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$218M
|
+$6.99M
|
+60,220
|
+3%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$215M
|
-$11.7M
|
-101,007
|
-5%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$190M
|
+$38.5M
|
+331,626
|
+25%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$176M
|
-$29.5M
|
-254,444
|
-14%
|
|
|
18
|
Matson Money Inc
Mason,
Ohio
|
$168M
|
+$2.09M
|
+18,028
|
+1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$152M
|
+$20.2M
|
+173,707
|
+15%
|
|
|
20
|
WestEnd Advisors
Charlotte,
North Carolina
|
$147M
|
-$2.22M
|
-19,156
|
-1%
|
|
|
21
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$145M
|
+$8.13M
|
+70,069
|
+6%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$143M
|
-$2.54M
|
-21,881
|
-2%
|
|
|
23
|
Charles Schwab
San Francisco,
California
|
$142M
|
-$53.7M
|
-462,448
|
-27%
|
|
|
24
|
Tanglewood Wealth Management
Houston,
Texas
|
$141M
|
+$1.69M
|
+14,604
|
+1%
|
|
|
25
|
|
$122M
|
+$5.03M
|
+43,335
|
+4%
|
|
