|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.02B
|
-$8.92M
|
-49,039
|
-0.9%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$606M
|
-$17.7M
|
-97,048
|
-3%
|
|
|
3
|
|
$240M
|
-$4.67M
|
-25,655
|
-2%
|
|
|
4
|
|
$234M
|
+$228M
|
+1,254,219
|
+7,927%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$165M
|
+$7.98M
|
+43,843
|
+5%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$158M
|
+$352K
|
+1,937
|
+0.2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$138M
|
+$8.35M
|
+45,911
|
+7%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$132M
|
-$7.33M
|
-40,307
|
-5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$120M
|
-$33.8M
|
-185,642
|
-22%
|
|
|
10
|
|
$111M
|
-$2.17M
|
-11,910
|
-2%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$66.1M
|
+$964K
|
+5,299
|
+2%
|
|
|
12
|
Natixis Advisors
Boston,
Massachusetts
|
$64.7M
|
+$2.87M
|
+15,784
|
+5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$58.5M
|
-$2.18M
|
-11,961
|
-4%
|
|
|
14
|
SEI Investments
Oaks,
Pennsylvania
|
$54.2M
|
+$3.7M
|
+20,367
|
+8%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$50.4M
|
+$4.75M
|
+26,107
|
+11%
|
|
|
16
|
TIAA FSB
Jacksonville,
Florida
|
$47.4M
|
-$1.78M
|
-9,778
|
-4%
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$46.3M
|
-$66.4K
|
-365
|
-0.1%
|
|
|
18
|
Mather Group
Chicago,
Illinois
|
$41.9M
|
+$682K
|
+3,748
|
+2%
|
|
|
19
|
|
$38.8M
|
+$14.7M
|
+80,925
|
+63%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35M
|
+$4.33M
|
+23,807
|
+15%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$34.1M
|
+$4.14M
|
+22,736
|
+14%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.1M
|
-$2.72M
|
-14,934
|
-8%
|
|
|
23
|
American Financial Advisors
Marietta,
Georgia
|
$27.6M
|
-$149K
|
-819
|
-0.5%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.2M
|
-$109K
|
-599
|
-0.4%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.9M
|
–
|
–
|
–
|
|
