|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.3B
|
+$44.4M
|
+204,062
|
+4%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$616M
|
-$11.8M
|
-54,024
|
-2%
|
|
|
3
|
|
$431M
|
+$4M
|
+18,367
|
+1%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$289M
|
+$4.77M
|
+21,940
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$242M
|
-$11.3M
|
-52,163
|
-5%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$242M
|
-$9.39M
|
-43,155
|
-4%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$190M
|
+$4.16M
|
+19,137
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$185M
|
-$634K
|
-2,914
|
-0.4%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$175M
|
-$68.7K
|
-316
|
-0%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$171M
|
+$7.17M
|
+32,962
|
+5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$141M
|
-$4.44M
|
-20,431
|
-3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$129M
|
+$10.8M
|
+49,717
|
+10%
|
|
|
13
|
Choreo LLC
Rockford,
Illinois
|
$114M
|
+$2.16M
|
+9,932
|
+2%
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
$86.8M
|
+$4.31M
|
+19,790
|
+6%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$82.6M
|
+$1.14M
|
+5,256
|
+1%
|
|
|
16
|
Cohen Klingenstein
New York
|
$80.4M
|
+$938K
|
+4,312
|
+1%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$72.8M
|
+$6.78M
|
+31,167
|
+11%
|
|
|
18
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$68.7M
|
+$3.42B
|
+15,709,289
|
+23,141%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$65.7M
|
+$183K
|
+841
|
+0.3%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$64.5M
|
-$2.59M
|
-11,886
|
-4%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$62.1M
|
+$1.73M
|
+7,948
|
+3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$61.1M
|
+$1.18M
|
+5,415
|
+2%
|
|
|
23
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$60.3M
|
+$6.98M
|
+32,105
|
+14%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$55.6M
|
+$21.5M
|
+98,836
|
+68%
|
|
|
25
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$54.1M
|
-$1.77M
|
-8,139
|
-3%
|
|
