|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.97B
|
+$10.5M
|
+36,393
|
+0.4%
|
|
|
2
|
|
$575M
|
+$14.4M
|
+49,784
|
+3%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$461M
|
+$2.9M
|
+10,045
|
+0.7%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$283M
|
+$3.22M
|
+11,152
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$268M
|
+$9.44M
|
+32,708
|
+4%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$266M
|
+$38.9M
|
+134,893
|
+18%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$260M
|
+$1.86M
|
+6,452
|
+0.7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$229M
|
-$14.2M
|
-49,314
|
-6%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$204M
|
+$868K
|
+3,006
|
+0.4%
|
|
|
10
|
Cohen Klingenstein
New York
|
$200M
|
-$2.44M
|
-8,450
|
-1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$190M
|
+$621K
|
+2,152
|
+0.3%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
$180M
|
-$2M
|
-6,930
|
-1%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$168M
|
-$36.5M
|
-126,514
|
-18%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$152M
|
-$867K
|
-3,004
|
-0.6%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$151M
|
+$1.17M
|
+4,041
|
+0.8%
|
|
|
16
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$140M
|
-$7.06M
|
-24,441
|
-5%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$137M
|
+$27.1M
|
+94,031
|
+26%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$134M
|
+$2.24M
|
+7,760
|
+2%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$119M
|
-$852K
|
-2,953
|
-0.7%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$109M
|
+$2.51M
|
+8,691
|
+2%
|
|
|
21
|
Wealthspire Advisors (New York)
New York
|
$106M
|
-$2.01M
|
-6,960
|
-2%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$106M
|
+$794K
|
+2,749
|
+0.8%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$106M
|
+$12.3M
|
+42,670
|
+14%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$101M
|
+$585K
|
+2,025
|
+0.6%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$97.2M
|
+$2.57M
|
+8,906
|
+3%
|
|
