|
1
|
Bank of America
Charlotte,
North Carolina
|
USD 28.8 mil M
|
+USD 558 M
|
+6,627,636
|
+2%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
USD 18.1 mil M
|
-USD 1368 M
|
-16,259,860
|
-7%
|
|
|
3
|
|
USD 7712 M
|
+USD 29.2 M
|
+346,937
|
+0.4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 5044 M
|
+USD 537 M
|
+6,379,991
|
+12%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
USD 3349 M
|
-USD 12 M
|
-142,409
|
-0.4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
USD 3106 M
|
-USD 29.5 M
|
-351,154
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
USD 2874 M
|
+USD 83.5 M
|
+992,725
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
USD 2256 M
|
-USD 31.2 M
|
-371,185
|
-1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
USD 2044 M
|
-USD 36.2 M
|
-429,860
|
-2%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
USD 2010 M
|
+USD 120 M
|
+1,422,592
|
+6%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
USD 1885 M
|
+USD 36.1 M
|
+429,122
|
+2%
|
|
|
12
|
TIAA-CREF Individual & Institutional Services
New York
|
USD 1760 M
|
-USD 18.6 M
|
-221,292
|
-1%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
USD 1357 M
|
+USD 1248 M
|
+14,833,065
|
+1,603%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
USD 1311 M
|
-USD 21.7 M
|
-257,401
|
-2%
|
|
|
15
|
Mather Group
Chicago,
Illinois
|
USD 1310 M
|
+USD 1032 M
|
+12,265,972
|
+418%
|
|
|
16
|
AllianceBernstein
Nashville,
Tennessee
|
USD 1263 M
|
+USD 115 M
|
+1,367,999
|
+90%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
USD 1262 M
|
+USD 72.4 M
|
+860,717
|
+6%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 1184 M
|
+USD 21 M
|
+249,068
|
+2%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
USD 1174 M
|
-USD 7.57 M
|
-89,971
|
-0.7%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
USD 1160 M
|
+USD 23 M
|
+273,806
|
+2%
|
|
|
21
|
|
USD 992 M
|
+USD 613 k
|
+7,288
|
+0.1%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
USD 962 M
|
-USD 18.3 M
|
-217,277
|
-2%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
USD 941 M
|
+USD 5.1 M
|
+60,630
|
+0.6%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
USD 938 M
|
+USD 19.6 M
|
+232,486
|
+2%
|
|
|
25
|
Bank of New York Mellon
New York
|
USD 916 M
|
-USD 20 M
|
-238,232
|
-2%
|
|
