|
1
|
Bank of America
Charlotte,
North Carolina
|
$1B
|
+$14.8M
|
+72,499
|
+1%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$560M
|
+$11.2M
|
+54,644
|
+2%
|
|
|
3
|
|
$374M
|
-$3.54M
|
-17,284
|
-0.9%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$239M
|
+$15.1M
|
+73,621
|
+7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$221M
|
-$8.69M
|
-42,483
|
-4%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$220M
|
-$3.74M
|
-18,293
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$163M
|
-$5.4M
|
-26,377
|
-3%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$156M
|
+$160M
|
+780,299
|
New
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$146M
|
+$6.91M
|
+33,763
|
+5%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$134M
|
-$674K
|
-3,293
|
-0.5%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$130M
|
+$39.9M
|
+194,871
|
+43%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$128M
|
-$4.4M
|
-21,502
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$96.7M
|
+$2.03M
|
+9,930
|
+2%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$95.4M
|
+$3.27M
|
+15,966
|
+3%
|
|
|
15
|
Colony Group
Boston,
Massachusetts
|
$91.8M
|
+$71.2M
|
+348,150
|
+317%
|
|
|
16
|
Cohen Klingenstein
New York
|
$68.7M
|
+$1.61M
|
+7,875
|
+2%
|
|
|
17
|
TIAA FSB
Jacksonville,
Florida
|
$67.1M
|
-$18.1M
|
-88,359
|
-21%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$60.6M
|
-$2.39M
|
-11,695
|
-4%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$56.7M
|
+$2.57M
|
+12,581
|
+5%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$54.1M
|
+$41.4M
|
+202,161
|
+380%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$52.9M
|
+$10.9M
|
+53,102
|
+25%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$51.5M
|
-$1.33M
|
-6,498
|
-2%
|
|
|
23
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$50.9M
|
+$858K
|
+4,193
|
+2%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$48M
|
+$4.42M
|
+21,609
|
+10%
|
|
|
25
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$42.3M
|
+$43.1M
|
+210,756
|
New
|
|
