|
1
|
Bank of America
Charlotte,
North Carolina
|
$914M
|
+$91.1M
|
+490,980
|
+9%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$470M
|
+$7.87M
|
+42,396
|
+1%
|
|
|
3
|
|
$251M
|
+$85.6M
|
+461,179
|
+38%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$133M
|
+$3.33M
|
+17,942
|
+2%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$133M
|
+$1.79M
|
+9,647
|
+1%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$121M
|
+$15.5M
|
+83,715
|
+12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$118M
|
-$10.4M
|
-55,891
|
-7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$92.2M
|
-$28.3M
|
-152,670
|
-20%
|
|
|
9
|
|
$81.9M
|
-$7.11M
|
-38,292
|
-7%
|
|
|
10
|
TIAA FSB
Jacksonville,
Florida
|
$75.1M
|
+$43.5M
|
+234,212
|
+88%
|
|
|
11
|
Natixis Advisors
Boston,
Massachusetts
|
$63M
|
+$6.95M
|
+37,434
|
+10%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$57.1M
|
+$4.84M
|
+26,086
|
+7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$55.3M
|
+$2.9M
|
+15,609
|
+4%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$49.9M
|
+$4.9M
|
+26,415
|
+9%
|
|
|
15
|
Mather Group
Chicago,
Illinois
|
$40M
|
+$2.74M
|
+14,760
|
+6%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$36.8M
|
-$12.7M
|
-68,251
|
-22%
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$34.2M
|
-$3.04M
|
-16,380
|
-7%
|
|
|
18
|
American Financial Advisors
Marietta,
Georgia
|
$29.8M
|
+$3.12M
|
+16,809
|
+11%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.1M
|
-$3.55M
|
-19,115
|
-9%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.9M
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.1M
|
-$9.25M
|
-49,835
|
-24%
|
|
|
22
|
|
$23.2M
|
-$35.4M
|
-190,486
|
-55%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.8M
|
+$651K
|
+3,506
|
+2%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$22.4M
|
-$5.92M
|
-31,923
|
-18%
|
|
|
25
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$21.3M
|
+$17.8M
|
+95,920
|
+211%
|
|
