|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.76B
|
+$25M
|
+97,104
|
+1%
|
|
|
2
|
|
$521M
|
+$1.97M
|
+7,665
|
+0.4%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$427M
|
+$6.7M
|
+26,026
|
+2%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$260M
|
+$4.64M
|
+18,001
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$240M
|
+$10.1M
|
+39,338
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$240M
|
-$4.58M
|
-17,783
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$226M
|
-$12.2M
|
-47,451
|
-5%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$210M
|
-$51.3M
|
-199,175
|
-21%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$190M
|
+$10.9M
|
+42,379
|
+7%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$189M
|
-$4.55M
|
-17,677
|
-3%
|
|
|
11
|
Cohen Klingenstein
New York
|
$188M
|
+$28.3K
|
+110
|
+0%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$178M
|
+$10.4M
|
+40,341
|
+7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$176M
|
-$5.52M
|
-21,452
|
-3%
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$169M
|
-$49.2M
|
-191,239
|
-24%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$142M
|
+$244K
|
+949
|
+0.2%
|
|
|
16
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$139M
|
+$3.03M
|
+11,775
|
+2%
|
|
|
17
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$137M
|
+$6.03M
|
+23,418
|
+5%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$123M
|
-$5.15M
|
-19,988
|
-4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$112M
|
-$2.87M
|
-11,158
|
-3%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$102M
|
+$20.1M
|
+78,115
|
+27%
|
|
|
21
|
Wealthspire Advisors (New York)
New York
|
$101M
|
-$2.28M
|
-8,866
|
-2%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$99M
|
+$6.1M
|
+23,706
|
+7%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$98M
|
-$1.16M
|
-4,510
|
-1%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$93.6M
|
+$4.01M
|
+15,590
|
+5%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$88M
|
+$6.81M
|
+26,459
|
+9%
|
|
