|
1
|
Bank of America
Charlotte,
North Carolina
|
$603M
|
+$233M
|
+1,582,357
|
+67%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$593M
|
-$3.55M
|
-24,160
|
-0.6%
|
|
|
3
|
|
$218M
|
+$7.54M
|
+51,295
|
+4%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$126M
|
+$2.2M
|
+14,985
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$106M
|
+$1.53M
|
+10,410
|
+2%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$101M
|
+$8.61M
|
+58,583
|
+10%
|
|
|
7
|
|
$94.7M
|
+$155K
|
+1,056
|
+0.2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$84.2M
|
-$3M
|
-20,431
|
-4%
|
|
|
9
|
|
$69.7M
|
+$67M
|
+455,570
|
+17,024%
|
|
|
10
|
Vanguard Group
Malvern,
Pennsylvania
|
$62.3M
|
+$1.33M
|
+9,055
|
+2%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$59.2M
|
+$3.25M
|
+22,077
|
+6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.3M
|
-$1.1M
|
-7,498
|
-2%
|
|
|
13
|
|
$55.1M
|
-$492K
|
-3,345
|
-0.9%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$48.6M
|
+$342K
|
+2,325
|
+0.7%
|
|
|
15
|
Natixis Advisors
Boston,
Massachusetts
|
$48.4M
|
+$627K
|
+4,263
|
+1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$40.1M
|
-$1.05M
|
-7,135
|
-3%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$39.7M
|
+$11.9M
|
+80,819
|
+45%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$37.4M
|
-$449K
|
-3,055
|
-1%
|
|
|
19
|
TIAA FSB
Jacksonville,
Florida
|
$31.2M
|
+$115K
|
+782
|
+0.4%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$27.4M
|
+$27.6K
|
+188
|
+0.1%
|
|
|
21
|
|
$24.4M
|
-$1.03K
|
-7
|
-0%
|
|
|
22
|
Choreo LLC
Rockford,
Illinois
|
$23.1M
|
+$2.95M
|
+20,088
|
+15%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$22.7M
|
+$2.72M
|
+18,481
|
+14%
|
|
|
24
|
Morningstar Investment Services
Chicago,
Illinois
|
$20.5M
|
+$562K
|
+3,825
|
+3%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.3M
|
+$160K
|
+1,086
|
+0.9%
|
|
