|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.07B
|
-$125M
|
-1,166,444
|
-11%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$780M
|
+$23.3M
|
+217,762
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$422M
|
+$13.8M
|
+128,426
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$377M
|
-$156M
|
-1,455,758
|
-30%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$325M
|
-$23.6M
|
-220,491
|
-7%
|
|
|
6
|
|
$235M
|
+$93.3M
|
+870,858
|
+68%
|
|
|
7
|
|
$213M
|
+$18.1M
|
+169,278
|
+10%
|
|
|
8
|
Richard Bernstein Advisors
New York
|
$210M
|
-$129M
|
-1,202,837
|
-39%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$199M
|
+$11.1M
|
+103,828
|
+6%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$168M
|
+$70.8M
|
+660,882
|
+76%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$157M
|
-$194M
|
-1,811,479
|
-56%
|
|
|
12
|
Johns Hopkins University
Baltimore,
Maryland
|
$131M
|
+$13M
|
+121,250
|
+11%
|
|
|
13
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$119M
|
-$4.15M
|
-38,713
|
-3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$118M
|
+$4.43M
|
+41,319
|
+4%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$96.2M
|
+$4.57M
|
+42,594
|
+5%
|
|
|
16
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$84.7M
|
+$83.1M
|
+774,952
|
New
|
|
|
17
|
Destination Wealth Management
Walnut Creek,
California
|
$81.5M
|
+$1.8M
|
+16,769
|
+2%
|
|
|
18
|
FAS Wealth Partners
Leawood,
Kansas
|
$76.8M
|
+$1.63M
|
+15,229
|
+2%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$73.8M
|
+$26.4M
|
+246,154
|
+57%
|
|
|
20
|
Smith Anglin Financial
Dallas,
Texas
|
$66.1M
|
+$14.8M
|
+137,917
|
+30%
|
|
|
21
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$65.1M
|
+$5.07M
|
+47,273
|
+9%
|
|
|
22
|
RiverFront Investment Group
Richmond,
Virginia
|
$52.8M
|
-$5.81M
|
-54,176
|
-10%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$49.3M
|
+$8.69M
|
+81,074
|
+22%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$49.2M
|
+$1.43M
|
+13,368
|
+3%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$41.3M
|
+$2.73M
|
+25,432
|
+7%
|
|
