|
1
|
|
$1.43B
|
-$15.2M
|
-128,691
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$809M
|
-$110M
|
-936,303
|
-12%
|
|
|
3
|
|
$511M
|
-$248M
|
-2,105,800
|
-33%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$478M
|
-$9.93M
|
-84,211
|
-2%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$435M
|
+$16.8M
|
+142,100
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$401M
|
-$45.2M
|
-382,774
|
-10%
|
|
|
7
|
|
$361M
|
-$15.4M
|
-130,444
|
-4%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$327M
|
+$34.2M
|
+290,112
|
+12%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$303M
|
+$29.5M
|
+250,180
|
+11%
|
|
|
10
|
WIT LLC
District Of Columbia,
District of Columbia
|
$294M
|
-$275M
|
-2,330,696
|
-49%
|
|
|
11
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$292M
|
+$3.42M
|
+28,974
|
+1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$261M
|
+$57.3M
|
+485,955
|
+28%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$258M
|
+$75M
|
+635,597
|
+41%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$251M
|
+$3.3M
|
+27,986
|
+1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$223M
|
-$2.26M
|
-19,165
|
-1%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$223M
|
-$40.8M
|
-345,583
|
-16%
|
|
|
17
|
|
$214M
|
-$62.6M
|
-530,341
|
-23%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$187M
|
-$28.5M
|
-241,633
|
-13%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$171M
|
-$12.4M
|
-105,391
|
-7%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$154M
|
-$10.3M
|
-87,537
|
-6%
|
|
|
21
|
Tanglewood Wealth Management
Houston,
Texas
|
$126M
|
-$610K
|
-5,175
|
-0.5%
|
|
|
22
|
Charles Schwab
San Francisco,
California
|
$124M
|
-$2M
|
-16,969
|
-2%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$121M
|
-$10.9M
|
-92,261
|
-8%
|
|
|
24
|
WestEnd Advisors
Charlotte,
North Carolina
|
$121M
|
-$14.5M
|
-122,784
|
-11%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$115M
|
-$7.69M
|
-65,172
|
-6%
|
|
