|
1
|
Fisher Asset Management
Camas,
Washington
|
$430M
|
-$11M
|
-366,978
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$319M
|
-$82.1M
|
-2,747,762
|
-20%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$303M
|
+$303M
|
+10,153,419
|
+27,281%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$214M
|
-$68.6M
|
-2,294,176
|
-24%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$211M
|
-$89.7M
|
-3,000,681
|
-30%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$197M
|
-$7.73M
|
-258,549
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$150M
|
+$16.1M
|
+539,296
|
+12%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$127M
|
+$61.6M
|
+2,061,937
|
+93%
|
|
|
9
|
Members Trust
Tampa,
Florida
|
$119M
|
-$39.4M
|
-1,319,895
|
-25%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$119M
|
+$77.3M
|
+2,586,693
|
+184%
|
|
|
11
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$115M
|
-$96.7M
|
-3,234,544
|
-45%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$112M
|
-$5.21M
|
-174,248
|
-4%
|
|
|
13
|
|
$103M
|
+$2.44M
|
+81,548
|
+2%
|
|
|
14
|
|
$96.9M
|
+$25.9M
|
+866,075
|
+36%
|
|
|
15
|
Destination Wealth Management
Walnut Creek,
California
|
$89.1M
|
+$89.6M
|
+2,996,584
|
New
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$88M
|
-$5.97M
|
-199,754
|
-6%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$86.1M
|
-$115M
|
-3,853,389
|
-57%
|
|
|
18
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$80.1M
|
+$80.5M
|
+2,693,637
|
New
|
|
|
19
|
Allstate Corporation
Northbrook,
Illinois
|
$74.1M
|
+$74.5M
|
+2,492,405
|
New
|
|
|
20
|
TIAA FSB
Jacksonville,
Florida
|
$65.5M
|
-$112M
|
-3,748,303
|
-63%
|
|
|
21
|
Horizon Investments
Charlotte,
North Carolina
|
$64.1M
|
+$64.4M
|
+2,154,476
|
New
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$61.7M
|
-$82.3M
|
-2,752,259
|
-57%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$56M
|
+$7.04M
|
+235,420
|
+14%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$53.3M
|
+$22.2M
|
+742,113
|
+71%
|
|
|
25
|
WestEnd Advisors
Charlotte,
North Carolina
|
$52M
|
+$52.3M
|
+1,749,110
|
New
|
|
