|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.14B
|
+$76.9M
|
+308,288
|
+4%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$493M
|
-$106M
|
-423,397
|
-18%
|
|
|
3
|
|
$426M
|
-$58M
|
-232,415
|
-12%
|
|
|
4
|
Axiom Advisory
San Diego,
California
|
$392M
|
+$385M
|
+1,544,735
|
+6,293%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$340M
|
+$12.3M
|
+49,416
|
+4%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$228M
|
+$5.33M
|
+21,348
|
+2%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$221M
|
+$14.1M
|
+56,416
|
+7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$207M
|
-$7.58M
|
-30,400
|
-4%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$204M
|
+$3.25M
|
+13,010
|
+2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$188M
|
-$6M
|
-24,059
|
-3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$188M
|
+$17.8M
|
+71,399
|
+10%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$178M
|
-$32.3M
|
-129,548
|
-15%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$169M
|
+$10.6M
|
+42,654
|
+7%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$126M
|
+$206K
|
+825
|
+0.2%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$112M
|
+$48.4K
|
+194
|
+0%
|
|
|
16
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$109M
|
+$5.89M
|
+23,610
|
+6%
|
|
|
17
|
Balyasny Asset Management
Chicago,
Illinois
|
$99.3M
|
–
|
–
|
–
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$98.8M
|
+$51.2M
|
+205,197
|
+108%
|
|
|
19
|
Cohen Klingenstein
New York
|
$90.7M
|
+$634K
|
+2,540
|
+0.7%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$90.7M
|
+$9.89M
|
+39,639
|
+12%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$82.9M
|
+$2.23M
|
+8,942
|
+3%
|
|
|
22
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$77.5M
|
+$16.6M
|
+66,725
|
+27%
|
|
|
23
|
RWA Wealth Partners
Newton,
Massachusetts
|
$76M
|
+$1.77M
|
+7,113
|
+2%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$75.8M
|
-$18.6M
|
-74,402
|
-20%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$74.4M
|
-$102K
|
-408
|
-0.1%
|
|
