|
1
|
|
$1.09B
|
-$21.3M
|
-186,169
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$657M
|
+$59.9M
|
+522,896
|
+10%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$637M
|
+$271M
|
+2,366,506
|
+75%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$491M
|
+$5.16M
|
+44,982
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$442M
|
+$18.1M
|
+157,810
|
+4%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$436M
|
+$292M
|
+2,543,226
|
+207%
|
|
|
7
|
|
$309M
|
-$41.1M
|
-358,982
|
-12%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$279M
|
-$11M
|
-95,799
|
-4%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$258M
|
+$39.5M
|
+344,793
|
+18%
|
|
|
10
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$236M
|
-$26.3M
|
-229,443
|
-11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$228M
|
-$5.38M
|
-46,973
|
-2%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$228M
|
-$11.3M
|
-98,470
|
-5%
|
|
|
13
|
|
$219M
|
-$66.3M
|
-578,716
|
-23%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$216M
|
+$1.4M
|
+12,186
|
+0.7%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$211M
|
-$6.32M
|
-55,160
|
-3%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$180M
|
-$9.72M
|
-84,812
|
-5%
|
|
|
17
|
Matson Money Inc
Mason,
Ohio
|
$171M
|
+$3.46M
|
+30,157
|
+2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$168M
|
+$16.2M
|
+141,266
|
+11%
|
|
|
19
|
|
$158M
|
+$35.7M
|
+311,550
|
+30%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$157M
|
-$18.4M
|
-160,451
|
-11%
|
|
|
21
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$152M
|
+$7.51M
|
+65,494
|
+5%
|
|
|
22
|
Tanglewood Wealth Management
Houston,
Texas
|
$149M
|
+$8.1M
|
+70,655
|
+6%
|
|
|
23
|
WestEnd Advisors
Charlotte,
North Carolina
|
$145M
|
-$1.99M
|
-17,367
|
-1%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$140M
|
-$2.6M
|
-22,649
|
-2%
|
|
|
25
|
WIT LLC
District Of Columbia,
District of Columbia
|
$107M
|
+$4.93K
|
+43
|
+5%
|
|
