|
1
|
|
$1.43B
|
+$192M
|
+1,652,996
|
+16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$913M
|
+$108M
|
+928,470
|
+14%
|
|
|
3
|
|
$756M
|
–
|
–
|
–
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$485M
|
-$7.64M
|
-65,633
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$443M
|
+$7.28M
|
+62,496
|
+2%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$414M
|
+$32.1M
|
+275,886
|
+9%
|
|
|
7
|
|
$374M
|
+$48.6M
|
+417,242
|
+15%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$290M
|
+$30.5M
|
+262,017
|
+12%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$286M
|
+$58.2M
|
+499,841
|
+26%
|
|
|
10
|
|
$275M
|
+$14.1M
|
+120,856
|
+5%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$271M
|
+$17.3M
|
+148,796
|
+7%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$262M
|
-$3.86M
|
-33,166
|
-1%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$245M
|
+$26.8M
|
+230,337
|
+12%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$224M
|
+$16.8M
|
+144,253
|
+8%
|
|
|
15
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$224M
|
+$79.3M
|
+681,364
|
+56%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$214M
|
-$4.06M
|
-34,891
|
-2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$201M
|
-$3.71M
|
-31,891
|
-2%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$182M
|
-$12M
|
-102,851
|
-6%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$181M
|
+$4.48M
|
+38,467
|
+3%
|
|
|
20
|
WIT LLC
District Of Columbia,
District of Columbia
|
$168M
|
+$355M
|
+3,045,465
|
+173%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$163M
|
-$5.63M
|
-48,358
|
-3%
|
|
|
22
|
WestEnd Advisors
Charlotte,
North Carolina
|
$134M
|
-$1.75M
|
-15,048
|
-1%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$131M
|
-$220M
|
-1,892,976
|
-63%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$125M
|
-$1.54M
|
-13,264
|
-1%
|
|
|
25
|
Tanglewood Wealth Management
Houston,
Texas
|
$125M
|
-$45.8M
|
-393,682
|
-27%
|
|
