|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.1B
|
+$15.2M
|
+44,504
|
+0.5%
|
|
|
2
|
|
$734M
|
+$24.1M
|
+70,761
|
+4%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$588M
|
-$330K
|
-970
|
-0.1%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$373M
|
+$72.3M
|
+212,203
|
+26%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$359M
|
-$704K
|
-2,067
|
-0.2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$335M
|
+$5.72M
|
+16,779
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$302M
|
-$4.15M
|
-12,172
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$280M
|
-$1.33M
|
-3,903
|
-0.5%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$248M
|
-$6.34M
|
-18,603
|
-3%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$237M
|
+$15.2M
|
+44,594
|
+7%
|
|
|
11
|
Cohen Klingenstein
New York
|
$234M
|
-$6.95M
|
-20,411
|
-3%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$228M
|
+$7.26M
|
+21,303
|
+3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$224M
|
-$8.34M
|
-24,495
|
-4%
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$197M
|
+$751K
|
+2,204
|
+0.4%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$196M
|
+$1.27M
|
+3,717
|
+0.7%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$185M
|
+$6.03M
|
+17,695
|
+4%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$174M
|
-$287K
|
-843
|
-0.2%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$167M
|
+$107M
|
+315,525
|
+224%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$161M
|
-$12.8M
|
-37,547
|
-8%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$150M
|
-$212M
|
-622,269
|
-60%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$137M
|
+$2.25M
|
+6,592
|
+2%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$136M
|
+$15.5M
|
+45,392
|
+14%
|
|
|
23
|
TIAA-CREF Individual & Institutional Services
New York
|
$124M
|
-$9.19M
|
-26,990
|
-7%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$121M
|
+$12M
|
+35,267
|
+12%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$120M
|
+$3.31M
|
+9,709
|
+3%
|
|
