|
1
|
|
$1.21B
|
+$98.3M
|
+842,335
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$786M
|
+$117M
|
+1,001,309
|
+17%
|
|
|
3
|
|
$739M
|
–
|
–
|
–
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$482M
|
-$2.88M
|
-24,649
|
-0.6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$426M
|
-$27.6M
|
-236,196
|
-6%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$374M
|
+$68.3M
|
+585,061
|
+22%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$347M
|
-$235M
|
-2,015,236
|
-40%
|
|
|
8
|
|
$318M
|
-$46.8M
|
-400,915
|
-13%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$260M
|
-$12.6M
|
-107,727
|
-5%
|
|
|
10
|
|
$255M
|
+$20.2M
|
+173,041
|
+8%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$251M
|
-$2.81M
|
-24,033
|
-1%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$248M
|
+$23.1M
|
+197,809
|
+10%
|
|
|
13
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$245M
|
+$19.8M
|
+169,873
|
+10%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$213M
|
-$9.71M
|
-83,172
|
-4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$213M
|
+$29.5M
|
+252,435
|
+16%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$202M
|
-$4.22M
|
-36,142
|
-2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$201M
|
+$11.6M
|
+99,619
|
+6%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$190M
|
-$12.5M
|
-107,113
|
-6%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$173M
|
-$5.62M
|
-48,109
|
-3%
|
|
|
20
|
Tanglewood Wealth Management
Houston,
Texas
|
$168M
|
+$41.9M
|
+359,189
|
+33%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$165M
|
+$167M
|
+1,431,550
|
New
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$140M
|
+$86.7M
|
+743,111
|
+159%
|
|
|
23
|
WestEnd Advisors
Charlotte,
North Carolina
|
$133M
|
-$6.12M
|
-52,461
|
-4%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$124M
|
+$667K
|
+5,716
|
+0.5%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$114M
|
+$3.44M
|
+29,479
|
+3%
|
|
