|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.59B
|
+$197M
|
+909,349
|
+16%
|
|
|
2
|
|
$927M
|
+$422M
|
+1,943,116
|
+103%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$627M
|
-$7.42M
|
-34,187
|
-1%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$324M
|
+$10.3M
|
+47,612
|
+4%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$213M
|
+$7.23M
|
+33,321
|
+4%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$203M
|
-$42.1M
|
-193,928
|
-19%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$188M
|
+$3.04M
|
+13,995
|
+2%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$187M
|
+$4.59M
|
+21,123
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$185M
|
+$719K
|
+3,310
|
+0.4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$179M
|
-$52.9M
|
-243,732
|
-25%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$160M
|
+$7.63M
|
+35,168
|
+6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$147M
|
-$714K
|
-3,287
|
-0.5%
|
|
|
13
|
Choreo LLC
Rockford,
Illinois
|
$125M
|
+$2.48M
|
+11,416
|
+2%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$95.8M
|
+$5.49M
|
+25,311
|
+7%
|
|
|
15
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$90.3M
|
+$8.27M
|
+38,075
|
+11%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$89.1M
|
-$20.1M
|
-92,774
|
-20%
|
|
|
17
|
Cohen Klingenstein
New York
|
$87M
|
+$1.83M
|
+8,424
|
+2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$80.6M
|
+$4.55M
|
+20,970
|
+7%
|
|
|
19
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$77M
|
+$9.11M
|
+41,986
|
+15%
|
|
|
20
|
|
$75.8M
|
+$18.3M
|
+84,295
|
+37%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$72.9M
|
-$5.42M
|
-24,956
|
-8%
|
|
|
22
|
|
$72.8M
|
+$46.4M
|
+213,588
|
+245%
|
|
|
23
|
RWA Wealth Partners
Newton,
Massachusetts
|
$70.4M
|
+$3.48M
|
+16,054
|
+6%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$69.7M
|
+$4.34M
|
+19,995
|
+7%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$64.5M
|
-$106K
|
-487
|
-0.2%
|
|
