|
1
|
|
$2.11B
|
+$141M
|
+1,180,896
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$789M
|
-$50.6M
|
-423,081
|
-6%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$707M
|
+$33.7M
|
+281,282
|
+5%
|
|
|
4
|
|
$512M
|
–
|
–
|
–
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$512M
|
+$4.06M
|
+33,946
|
+0.8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$462M
|
+$23.7M
|
+197,656
|
+5%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$364M
|
+$22.7M
|
+190,019
|
+7%
|
|
|
8
|
|
$332M
|
-$25.1M
|
-209,632
|
-7%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$325M
|
+$759K
|
+6,340
|
+0.2%
|
|
|
10
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$320M
|
+$19.5M
|
+162,897
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$293M
|
+$30M
|
+250,345
|
+11%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$271M
|
+$20.5M
|
+171,507
|
+8%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$260M
|
+$16.7M
|
+139,251
|
+7%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$250M
|
+$6.69M
|
+55,915
|
+3%
|
|
|
15
|
WIT LLC
District Of Columbia,
District of Columbia
|
$249M
|
+$7.11M
|
+59,373
|
+3%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$235M
|
+$3.87M
|
+32,316
|
+2%
|
|
|
17
|
|
$233M
|
+$13M
|
+108,210
|
+6%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$225M
|
+$11.9M
|
+99,191
|
+6%
|
|
|
19
|
|
$193M
|
-$216M
|
-1,806,075
|
-53%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$182M
|
+$8.12M
|
+67,822
|
+5%
|
|
|
21
|
Tanglewood Wealth Management
Houston,
Texas
|
$177M
|
+$52M
|
+434,416
|
+42%
|
|
|
22
|
Clarity Financial
Houston,
Texas
|
$162M
|
+$5.01M
|
+41,882
|
+3%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$149M
|
-$15.8M
|
-131,867
|
-10%
|
|
|
24
|
WestEnd Advisors
Charlotte,
North Carolina
|
$140M
|
+$2.1M
|
+17,576
|
+2%
|
|
|
25
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$140M
|
+$69.1M
|
+577,371
|
+97%
|
|
