|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.68B
|
+$84.2M
|
+297,840
|
+3%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$536M
|
-$12M
|
-42,411
|
-2%
|
|
|
3
|
|
$505M
|
+$26.3M
|
+92,950
|
+5%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$409M
|
+$14.5M
|
+51,314
|
+4%
|
|
|
5
|
Essential Planning
Portsmouth,
New Hampshire
|
$313M
|
+$309M
|
+1,091,640
|
+6,144%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$266M
|
+$2.46M
|
+8,713
|
+0.9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$247M
|
+$6.06M
|
+21,429
|
+2%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$245M
|
+$709K
|
+2,508
|
+0.3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$240M
|
+$34.4M
|
+121,770
|
+17%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$211M
|
-$5.75M
|
-20,349
|
-3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$209M
|
+$17.7M
|
+62,635
|
+9%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$195M
|
-$2.08M
|
-7,357
|
-1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$190M
|
-$14M
|
-49,560
|
-7%
|
|
|
14
|
Cohen Klingenstein
New York
|
$189M
|
+$88.3M
|
+312,395
|
+86%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$150M
|
+$7.91M
|
+27,977
|
+6%
|
|
|
16
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$136M
|
+$4.68M
|
+16,558
|
+4%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$131M
|
+$132M
|
+466,559
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$129M
|
+$38.4M
|
+135,912
|
+42%
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$129M
|
+$15.1M
|
+53,391
|
+13%
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$118M
|
+$3.73M
|
+13,201
|
+3%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$104M
|
+$7.54M
|
+26,685
|
+8%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$89.8M
|
+$5.76M
|
+20,371
|
+7%
|
|
|
23
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$89.1M
|
+$953K
|
+3,373
|
+1%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$85.3M
|
+$18.5M
|
+65,320
|
+27%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$83.4M
|
+$239K
|
+846
|
+0.3%
|
|
