|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.15B
|
+$412M
|
+1,678,380
|
+26%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$624M
|
-$49.3M
|
-200,854
|
-8%
|
|
|
3
|
|
$504M
|
-$466M
|
-1,897,661
|
-50%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$342M
|
-$7.35M
|
-29,910
|
-2%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$232M
|
+$1.8M
|
+7,325
|
+0.8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$224M
|
+$22.9M
|
+93,215
|
+12%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$220M
|
+$226K
|
+921
|
+0.1%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$216M
|
+$12.1M
|
+49,428
|
+6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$203M
|
+$9.52M
|
+38,769
|
+5%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$186M
|
-$624K
|
-2,540
|
-0.3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$178M
|
+$4.43M
|
+18,024
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$165M
|
+$5.91M
|
+24,044
|
+4%
|
|
|
13
|
Choreo LLC
Rockford,
Illinois
|
$132M
|
-$3.01M
|
-12,264
|
-2%
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$117M
|
+$31.8M
|
+129,486
|
+41%
|
|
|
15
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$107M
|
+$9.33M
|
+37,983
|
+10%
|
|
|
16
|
Balyasny Asset Management
Chicago,
Illinois
|
$104M
|
+$97.6M
|
+397,164
|
New
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$98.4M
|
-$4.61M
|
-18,757
|
-5%
|
|
|
18
|
Cohen Klingenstein
New York
|
$93.9M
|
+$24.6K
|
+100
|
+0%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$84.2M
|
-$2.54M
|
-10,360
|
-3%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$84M
|
+$13.6M
|
+55,435
|
+21%
|
|
|
21
|
|
$81.9M
|
+$171K
|
+695
|
+0.2%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$78.6M
|
-$139K
|
-565
|
-0.2%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$77.7M
|
+$2.39M
|
+9,749
|
+3%
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$77.3M
|
+$1.31M
|
+5,338
|
+2%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$72.4M
|
+$61.5M
|
+250,453
|
+921%
|
|
