|
1
|
|
$2.23B
|
+$134M
|
+1,123,569
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.1B
|
+$313M
|
+2,627,948
|
+40%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$742M
|
+$39.8M
|
+333,630
|
+6%
|
|
|
4
|
|
$509M
|
–
|
–
|
–
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$502M
|
-$6.72M
|
-56,381
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$455M
|
-$4.59M
|
-38,465
|
-1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$398M
|
+$35.8M
|
+300,397
|
+10%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$373M
|
+$271M
|
+2,271,791
|
+260%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$354M
|
+$85.1M
|
+713,363
|
+31%
|
|
|
10
|
|
$339M
|
+$8.45M
|
+70,808
|
+3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$337M
|
+$14.3M
|
+119,603
|
+4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$324M
|
+$33.6M
|
+281,609
|
+11%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$285M
|
+$27.2M
|
+227,770
|
+10%
|
|
|
14
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$275M
|
-$43M
|
-360,753
|
-13%
|
|
|
15
|
WIT LLC
District Of Columbia,
District of Columbia
|
$269M
|
+$20.9M
|
+174,852
|
+8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$255M
|
+$6.77M
|
+56,799
|
+3%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$242M
|
+$184M
|
+1,542,184
|
+312%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$237M
|
+$3.23M
|
+27,105
|
+1%
|
|
|
19
|
|
$234M
|
+$1.71M
|
+14,299
|
+0.7%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$219M
|
-$4.91M
|
-41,130
|
-2%
|
|
|
21
|
Tanglewood Wealth Management
Houston,
Texas
|
$189M
|
+$13.9M
|
+116,456
|
+8%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$189M
|
+$8.48M
|
+71,064
|
+5%
|
|
|
23
|
|
$160M
|
-$32.6M
|
-273,072
|
-17%
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$151M
|
+$579K
|
+4,858
|
New
|
|
|
25
|
WestEnd Advisors
Charlotte,
North Carolina
|
$143M
|
+$3.91M
|
+32,822
|
+3%
|
|
