|
1
|
Bank of America
Charlotte,
North Carolina
|
$999M
|
+$3.17M
|
+17,022
|
+0.3%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$575M
|
-$14.5M
|
-77,773
|
-2%
|
|
|
3
|
|
$224M
|
-$11.6M
|
-62,074
|
-5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$168M
|
+$7.2M
|
+38,659
|
+4%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$157M
|
+$3.13M
|
+16,811
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$143M
|
+$8.42M
|
+45,230
|
+6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$119M
|
+$1.72M
|
+9,228
|
+1%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$117M
|
-$11.9M
|
-63,894
|
-9%
|
|
|
9
|
|
$105M
|
-$3.24M
|
-17,374
|
-3%
|
|
|
10
|
Natixis Advisors
Boston,
Massachusetts
|
$66.5M
|
+$3.33M
|
+17,856
|
+5%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$64.7M
|
+$15.1K
|
+81
|
+0%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$60.5M
|
+$3.42M
|
+18,354
|
+6%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$56.4M
|
+$3.61M
|
+19,358
|
+7%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$52.6M
|
+$3.44M
|
+18,496
|
+7%
|
|
|
15
|
TIAA FSB
Jacksonville,
Florida
|
$47.8M
|
+$1.47M
|
+7,890
|
+3%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$44.6M
|
-$689K
|
-3,700
|
-1%
|
|
|
17
|
Mather Group
Chicago,
Illinois
|
$42.9M
|
+$2.01M
|
+10,789
|
+5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.3M
|
+$6.23M
|
+33,433
|
+18%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$34.1M
|
+$756K
|
+4,058
|
+2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.5M
|
+$189K
|
+1,015
|
+0.6%
|
|
|
21
|
|
$28.3M
|
-$9.91M
|
-53,200
|
-26%
|
|
|
22
|
American Financial Advisors
Marietta,
Georgia
|
$27.8M
|
+$834K
|
+4,478
|
+3%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.2M
|
+$605K
|
+3,251
|
+2%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.9M
|
–
|
–
|
–
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.7M
|
+$3.48M
|
+18,659
|
+16%
|
|
