|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.21B
|
-$6.22M
|
-27,378
|
-0.5%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$563M
|
-$12M
|
-52,583
|
-2%
|
|
|
3
|
|
$405M
|
+$3.52M
|
+15,489
|
+0.8%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$277M
|
+$8.31M
|
+36,544
|
+3%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$222M
|
-$3.69M
|
-16,218
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$210M
|
-$16.1M
|
-70,747
|
-7%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$182M
|
+$4.87M
|
+21,410
|
+3%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$163M
|
+$4.59M
|
+20,186
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$163M
|
-$9.95M
|
-43,785
|
-5%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$161M
|
-$2.21M
|
-9,732
|
-1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$134M
|
+$2.9M
|
+12,766
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$131M
|
+$11M
|
+48,569
|
+9%
|
|
|
13
|
Choreo LLC
Rockford,
Illinois
|
$109M
|
+$2.39M
|
+10,509
|
+2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$98.8M
|
+$54.5M
|
+239,799
|
+108%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$79.4M
|
+$2.56M
|
+11,275
|
+3%
|
|
|
16
|
Cohen Klingenstein
New York
|
$75.3M
|
+$352K
|
+1,550
|
+0.4%
|
|
|
17
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$71.8M
|
+$76.2M
|
+335,241
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$69.9M
|
+$2.2M
|
+9,700
|
+3%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$66.9M
|
+$10.4M
|
+45,723
|
+17%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$59.2M
|
+$3.18M
|
+13,982
|
+5%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$59M
|
+$1.17M
|
+5,129
|
+2%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$57.4M
|
+$5.59M
|
+24,613
|
+10%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$55.7M
|
-$4.18M
|
-18,396
|
-6%
|
|
|
24
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$52.5M
|
+$2.18M
|
+9,601
|
+4%
|
|
|
25
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$49.6M
|
+$1.09M
|
+4,776
|
+2%
|
|
