|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.13B
|
+$31.2M
|
+298,239
|
+3%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$746M
|
+$14.9M
|
+142,063
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$521M
|
+$26.6M
|
+254,386
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$399M
|
+$12.7M
|
+121,458
|
+3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$364M
|
-$4.76M
|
-45,428
|
-1%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$359M
|
+$11.5M
|
+109,465
|
+3%
|
|
|
7
|
Richard Bernstein Advisors
New York
|
$345M
|
-$12M
|
-114,346
|
-3%
|
|
|
8
|
|
$202M
|
+$24M
|
+228,978
|
+13%
|
|
|
9
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$185M
|
+$116M
|
+1,111,995
|
+171%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$161M
|
+$41.5M
|
+395,951
|
+35%
|
|
|
11
|
|
$153M
|
+$44.6M
|
+425,806
|
+41%
|
|
|
12
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$119M
|
+$7.28M
|
+69,511
|
+7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$112M
|
+$7.05M
|
+67,302
|
+7%
|
|
|
14
|
Johns Hopkins University
Baltimore,
Maryland
|
$108M
|
–
|
–
|
–
|
|
|
15
|
Pathstone Holdings
Englewood,
New Jersey
|
$101M
|
+$17M
|
+161,913
|
+20%
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$85.2M
|
+$6.25M
|
+59,685
|
+8%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$80M
|
+$72M
|
+687,673
|
+929%
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$74.8M
|
+$15.1M
|
+143,937
|
+25%
|
|
|
19
|
FAS Wealth Partners
Leawood,
Kansas
|
$68.9M
|
+$4.73M
|
+45,143
|
+7%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$67.3M
|
+$37.9M
|
+362,060
|
+130%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$62M
|
+$3.37M
|
+32,211
|
+6%
|
|
|
22
|
|
$58.5M
|
+$6.14M
|
+58,665
|
+12%
|
|
|
23
|
RiverFront Investment Group
Richmond,
Virginia
|
$57M
|
+$3.04M
|
+29,045
|
+6%
|
|
|
24
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$56.3M
|
+$4.16M
|
+39,670
|
+8%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54.8M
|
-$6.09M
|
-58,148
|
-10%
|
|
