|
1
|
Bank of America
Charlotte,
North Carolina
|
USD 3324 M
|
+USD 64.8 M
|
+278,538
|
+2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
USD 1184 M
|
+USD 185 M
|
+793,924
|
+19%
|
|
|
3
|
|
USD 939 M
|
+USD 10.9 M
|
+46,984
|
+1%
|
|
|
4
|
|
USD 684 M
|
-USD 24.2 M
|
-104,164
|
-4%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
USD 424 M
|
+USD 1.4 M
|
+6,009
|
+0.3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
USD 407 M
|
-USD 3.17 M
|
-13,623
|
-0.8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 387 M
|
-USD 4.61 M
|
-19,828
|
-1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
USD 375 M
|
+USD 14.6 M
|
+62,839
|
+4%
|
|
|
9
|
SEI Investments
Oaks,
Pennsylvania
|
USD 368 M
|
+USD 6.72 M
|
+28,870
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
USD 356 M
|
-USD 2.26 M
|
-9,734
|
-0.7%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
USD 314 M
|
+USD 975 k
|
+4,192
|
+0.3%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
USD 292 M
|
+USD 8.57 M
|
+36,836
|
+3%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
USD 251 M
|
+USD 11.8 M
|
+50,829
|
+5%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
USD 249 M
|
+USD 476 k
|
+2,046
|
+0.2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 208 M
|
+USD 10.5 M
|
+44,950
|
+6%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
USD 205 M
|
-USD 423 k
|
-1,820
|
-0.2%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
USD 202 M
|
+USD 917 k
|
+3,944
|
+0.5%
|
|
|
18
|
Choreo LLC
Rockford,
Illinois
|
USD 198 M
|
-USD 1.55 M
|
-6,672
|
-0.8%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
USD 188 M
|
+USD 120 M
|
+515,966
|
+186%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
USD 185 M
|
-USD 2.29 M
|
-9,839
|
-1%
|
|
|
21
|
|
USD 171 M
|
-USD 11.7 M
|
-50,381
|
-7%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
USD 164 M
|
-USD 72.3 k
|
-311
|
-0%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
USD 160 M
|
-USD 37.1 M
|
-159,407
|
-19%
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
USD 155 M
|
+USD 112 M
|
+481,972
|
+307%
|
|
|
25
|
Mather Group
Chicago,
Illinois
|
USD 152 M
|
-USD 692 k
|
-2,974
|
-0.5%
|
|
