|
1
|
|
$1.15B
|
+$26.7M
|
+226,138
|
+2%
|
|
|
2
|
|
$765M
|
+$756M
|
+6,397,900
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$694M
|
+$13.3M
|
+112,900
|
+2%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$600M
|
-$58.5M
|
-495,035
|
-9%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$501M
|
-$7.06M
|
-59,716
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$469M
|
+$11M
|
+93,139
|
+2%
|
|
|
7
|
|
$377M
|
+$55.4M
|
+468,841
|
+17%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$317M
|
+$311M
|
+2,632,906
|
+17,868%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$282M
|
-$6.44M
|
-54,455
|
-2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$265M
|
+$28.2M
|
+238,424
|
+12%
|
|
|
11
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$248M
|
-$9.63M
|
-81,517
|
-4%
|
|
|
12
|
|
$244M
|
+$16.9M
|
+142,904
|
+8%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$233M
|
-$33.7M
|
-284,953
|
-13%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$231M
|
-$5.09M
|
-43,035
|
-2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$214M
|
+$39.5M
|
+334,081
|
+23%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$210M
|
-$13.9M
|
-117,937
|
-6%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$196M
|
-$22.6M
|
-190,901
|
-10%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$191M
|
+$27.4M
|
+232,052
|
+17%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$185M
|
-$1.29M
|
-10,908
|
-0.7%
|
|
|
20
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$152M
|
-$5.04M
|
-42,626
|
-3%
|
|
|
21
|
WestEnd Advisors
Charlotte,
North Carolina
|
$144M
|
-$5.91M
|
-49,970
|
-4%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$143M
|
-$2.02M
|
-17,129
|
-1%
|
|
|
23
|
Tanglewood Wealth Management
Houston,
Texas
|
$131M
|
-$22.8M
|
-193,281
|
-15%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$128M
|
-$320M
|
-2,704,110
|
-72%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$114M
|
+$10.5M
|
+88,813
|
+10%
|
|
