|
1
|
|
$1.97B
|
+$538M
|
+4,523,903
|
+38%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$841M
|
+$29.1M
|
+244,774
|
+4%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$674M
|
+$237M
|
+1,992,633
|
+55%
|
|
|
4
|
|
$513M
|
–
|
–
|
–
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$508M
|
+$28.1M
|
+236,652
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$439M
|
+$37.1M
|
+311,613
|
+9%
|
|
|
7
|
|
$409M
|
+$308M
|
+2,590,878
|
+311%
|
|
|
8
|
|
$358M
|
-$4.85M
|
-40,796
|
-1%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$342M
|
+$37.5M
|
+315,648
|
+12%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$325M
|
-$2.6M
|
-21,894
|
-0.8%
|
|
|
11
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$301M
|
+$7.93M
|
+66,695
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$263M
|
+$39.2M
|
+329,580
|
+18%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$251M
|
-$10.9M
|
-91,241
|
-4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$244M
|
-$7.74M
|
-65,077
|
-3%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$243M
|
-$15.9M
|
-133,319
|
-6%
|
|
|
16
|
WIT LLC
District Of Columbia,
District of Columbia
|
$243M
|
-$52.6M
|
-442,155
|
-18%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$231M
|
+$7.39M
|
+62,156
|
+3%
|
|
|
18
|
|
$221M
|
+$5.58M
|
+46,932
|
+3%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$214M
|
+$25.8M
|
+216,694
|
+14%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$174M
|
+$19.1M
|
+160,373
|
+12%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$165M
|
-$7.12M
|
-59,834
|
-4%
|
|
|
22
|
Clarity Financial
Houston,
Texas
|
$157M
|
+$87.5M
|
+735,931
|
+127%
|
|
|
23
|
WestEnd Advisors
Charlotte,
North Carolina
|
$138M
|
+$16.6M
|
+139,823
|
+14%
|
|
|
24
|
Tanglewood Wealth Management
Houston,
Texas
|
$125M
|
-$1.14M
|
-9,571
|
-0.9%
|
|
|
25
|
Charles Schwab
San Francisco,
California
|
$125M
|
-$128K
|
-1,075
|
-0.1%
|
|
