|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.18B
|
+$104M
|
+482,483
|
+10%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$592M
|
-$12.9M
|
-59,735
|
-2%
|
|
|
3
|
|
$402M
|
-$2.34M
|
-10,818
|
-0.6%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$267M
|
+$9.91M
|
+45,828
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$239M
|
+$164K
|
+760
|
+0.1%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$237M
|
-$703K
|
-3,252
|
-0.3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$175M
|
-$1.16M
|
-5,372
|
-0.7%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$175M
|
+$5.86M
|
+27,124
|
+3%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$165M
|
+$7.38M
|
+34,119
|
+5%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$154M
|
+$8.87M
|
+41,050
|
+6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$138M
|
-$837K
|
-3,871
|
-0.6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$111M
|
+$6.81M
|
+31,491
|
+7%
|
|
|
13
|
Choreo LLC
Rockford,
Illinois
|
$105M
|
+$2.34M
|
+10,825
|
+2%
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
$77.5M
|
+$5.11M
|
+23,637
|
+7%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$76.7M
|
+$55.7M
|
+257,732
|
+267%
|
|
|
16
|
Cohen Klingenstein
New York
|
$74.8M
|
+$703K
|
+3,253
|
+0.9%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$63.3M
|
-$2.03M
|
-9,410
|
-3%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$61.8M
|
+$690K
|
+3,190
|
+1%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$61.7M
|
-$78.1M
|
-361,360
|
-56%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$59.8M
|
+$4.23M
|
+19,560
|
+8%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$56.7M
|
+$1.46M
|
+6,774
|
+3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$56.4M
|
-$697K
|
-3,223
|
-1%
|
|
|
23
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$52.7M
|
-$2.23M
|
-10,295
|
-4%
|
|
|
24
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$49.8M
|
+$15.8M
|
+73,248
|
+47%
|
|
|
25
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$47.5M
|
+$1.85M
|
+8,564
|
+4%
|
|
