|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.12B
|
+$24.1M
|
+236,997
|
+2%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$711M
|
-$18.7M
|
-183,800
|
-3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$503M
|
-$6.21M
|
-60,968
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$383M
|
-$6.69M
|
-65,750
|
-2%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$334M
|
-$16.9M
|
-165,662
|
-5%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$328M
|
-$28M
|
-274,600
|
-8%
|
|
|
7
|
Richard Bernstein Advisors
New York
|
$321M
|
-$16.5M
|
-162,405
|
-5%
|
|
|
8
|
|
$182M
|
-$15.4M
|
-151,744
|
-8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$176M
|
+$18.4M
|
+180,975
|
+12%
|
|
|
10
|
|
$131M
|
-$18.5M
|
-182,171
|
-12%
|
|
|
11
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$116M
|
-$908K
|
-8,918
|
-0.8%
|
|
|
12
|
Johns Hopkins University
Baltimore,
Maryland
|
$110M
|
+$5.09M
|
+50,047
|
+5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$107M
|
-$2.31M
|
-22,740
|
-2%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$105M
|
+$5.79M
|
+56,874
|
+6%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$89.7M
|
+$11.4M
|
+111,964
|
+15%
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$86M
|
+$2.67M
|
+26,190
|
+3%
|
|
|
17
|
Destination Wealth Management
Walnut Creek,
California
|
$74.8M
|
+$1.69M
|
+16,561
|
+2%
|
|
|
18
|
FAS Wealth Partners
Leawood,
Kansas
|
$70.5M
|
+$3.17M
|
+31,102
|
+5%
|
|
|
19
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$56.3M
|
+$1.19M
|
+11,672
|
+2%
|
|
|
20
|
RiverFront Investment Group
Richmond,
Virginia
|
$55.2M
|
-$532K
|
-5,224
|
-1%
|
|
|
21
|
Smith Anglin Financial
Dallas,
Texas
|
$48M
|
+$1.9M
|
+18,688
|
+4%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$44.8M
|
+$865K
|
+8,493
|
+2%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$44.1M
|
-$4.23M
|
-41,600
|
-9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.1M
|
-$10.3M
|
-101,604
|
-19%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$40.9M
|
+$3.46M
|
+34,017
|
+9%
|
|
