|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.48B
|
+$188M
|
+732,755
|
+9%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$523M
|
-$3.68M
|
-14,370
|
-0.7%
|
|
|
3
|
|
$457M
|
+$1.79M
|
+6,996
|
+0.4%
|
|
|
4
|
Axiom Advisory
San Diego,
California
|
$432M
|
+$30.3M
|
+118,211
|
+8%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$376M
|
+$12M
|
+46,877
|
+3%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$252M
|
+$8.38M
|
+32,718
|
+4%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$234M
|
-$2.45M
|
-9,579
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$231M
|
+$8.43M
|
+32,899
|
+4%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$207M
|
-$2.52M
|
-9,832
|
-1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$196M
|
-$4.8M
|
-18,726
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$195M
|
-$6.4M
|
-24,988
|
-3%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$189M
|
-$2.01M
|
-7,845
|
-1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$183M
|
+$2.09M
|
+8,168
|
+1%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$134M
|
+$190K
|
+741
|
+0.1%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$125M
|
+$5.4M
|
+21,067
|
+5%
|
|
|
16
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$109M
|
-$6.82M
|
-26,602
|
-6%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$109M
|
+$28.4M
|
+110,959
|
+37%
|
|
|
18
|
Cohen Klingenstein
New York
|
$97M
|
–
|
–
|
–
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$91.7M
|
+$17.2M
|
+66,977
|
+24%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$87M
|
-$9.53M
|
-37,195
|
-10%
|
|
|
21
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$84.1M
|
+$1.19M
|
+4,633
|
+1%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$80.3M
|
-$885K
|
-3,453
|
-1%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$79.5M
|
-$18.4K
|
-72
|
-0%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$79.4M
|
-$1.51M
|
-5,898
|
-2%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$76.2M
|
+$835K
|
+3,258
|
+1%
|
|
