|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.48B
|
+$77.9M
|
+280,996
|
+3%
|
|
|
2
|
|
$472M
|
+$19.9M
|
+71,911
|
+4%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$381M
|
+$15.4M
|
+55,465
|
+4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$249M
|
+$214M
|
+773,005
|
+359%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$241M
|
+$1.97M
|
+7,093
|
+0.7%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$232M
|
+$12.4M
|
+44,695
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$223M
|
+$7.91M
|
+28,531
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$218M
|
-$5.08M
|
-18,339
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$208M
|
+$22.6M
|
+81,727
|
+11%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$202M
|
+$13.7M
|
+49,282
|
+7%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$176M
|
+$212K
|
+766
|
+0.1%
|
|
|
12
|
Cohen Klingenstein
New York
|
$171M
|
+$1.02M
|
+3,680
|
+0.5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$165M
|
-$6.07M
|
-21,918
|
-3%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$164M
|
-$351M
|
-1,265,872
|
-66%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$151M
|
+$39.1M
|
+141,196
|
+31%
|
|
|
16
|
Choreo LLC
Rockford,
Illinois
|
$129M
|
-$6.53M
|
-23,566
|
-4%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$123M
|
+$1.32M
|
+4,781
|
+1%
|
|
|
18
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$118M
|
+$13.4M
|
+48,267
|
+11%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$117M
|
-$918K
|
-3,314
|
-0.7%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$104M
|
-$12.8M
|
-46,229
|
-10%
|
|
|
21
|
Wealthspire Advisors (New York)
New York
|
$93.9M
|
+$50.7M
|
+182,955
|
+96%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$90.2M
|
-$3.19M
|
-11,508
|
-3%
|
|
|
23
|
RWA Wealth Partners
Newton,
Massachusetts
|
$84M
|
+$3.58M
|
+12,918
|
+4%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$81.2M
|
+$9.83M
|
+35,489
|
+12%
|
|
|
25
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$80.4M
|
+$353K
|
+1,275
|
+0.4%
|
|
