|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.13B
|
-$259M
|
-2,587,516
|
-20%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$754M
|
+$50.5M
|
+504,209
|
+8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$510M
|
+$101M
|
+1,008,959
|
+27%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$398M
|
+$166M
|
+1,657,016
|
+82%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$379M
|
-$147M
|
-1,464,198
|
-29%
|
|
|
6
|
Richard Bernstein Advisors
New York
|
$368M
|
-$206M
|
-2,055,880
|
-38%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$358M
|
+$8.64M
|
+86,291
|
+3%
|
|
|
8
|
|
$184M
|
+$12.3M
|
+122,969
|
+8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$123M
|
+$51.5M
|
+514,464
|
+82%
|
|
|
10
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$115M
|
+$3.13M
|
+31,254
|
+3%
|
|
|
11
|
|
$112M
|
+$33.1M
|
+331,126
|
+47%
|
|
|
12
|
Johns Hopkins University
Baltimore,
Maryland
|
$111M
|
+$103M
|
+1,025,380
|
New
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$108M
|
+$67.4M
|
+673,186
|
+207%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$108M
|
+$11.9M
|
+118,636
|
+14%
|
|
|
15
|
Pathstone Holdings
Englewood,
New Jersey
|
$86.5M
|
+$80.1M
|
+800,549
|
New
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$81.4M
|
-$4.59M
|
-45,858
|
-6%
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
$79.3M
|
+$73.4M
|
+732,886
|
New
|
|
|
18
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$70.3M
|
+$58.3M
|
+582,755
|
+877%
|
|
|
19
|
FAS Wealth Partners
Leawood,
Kansas
|
$66.1M
|
+$61.1M
|
+610,689
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62.7M
|
-$6.82M
|
-68,086
|
-11%
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$61.5M
|
+$56.8M
|
+567,862
|
New
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$60.4M
|
+$3.99M
|
+39,817
|
+8%
|
|
|
23
|
RiverFront Investment Group
Richmond,
Virginia
|
$55.6M
|
-$14.2M
|
-141,431
|
-22%
|
|
|
24
|
|
$54M
|
-$12.2M
|
-122,079
|
-20%
|
|
|
25
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$53.8M
|
-$24.5M
|
-244,695
|
-33%
|
|
