|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.1B
|
+$81M
|
+268,570
|
+3%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$619M
|
+$348M
|
+1,153,755
|
+129%
|
|
|
3
|
|
$569M
|
-$14.8M
|
-49,153
|
-3%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$473M
|
+$4.3M
|
+14,258
|
+0.9%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$293M
|
+$5.8M
|
+19,228
|
+2%
|
|
|
6
|
Align Financial
Hermantown,
Minnesota
|
$289M
|
+$87.1M
|
+288,817
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$275M
|
+$3.01M
|
+9,979
|
+1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$271M
|
+$7.39M
|
+24,502
|
+3%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$235M
|
+$234M
|
+776,329
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$220M
|
-$12.5M
|
-41,568
|
-5%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$210M
|
+$3.14M
|
+10,397
|
+2%
|
|
|
12
|
Cohen Klingenstein
New York
|
$202M
|
-$615K
|
-2,040
|
-0.3%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$182M
|
-$400K
|
-1,325
|
-0.2%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$160M
|
+$3.98M
|
+13,179
|
+3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$159M
|
-$33.5M
|
-111,112
|
-17%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$156M
|
-$14.2M
|
-47,174
|
-8%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$156M
|
+$19.3M
|
+64,003
|
+14%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$153M
|
+$195K
|
+646
|
+0.1%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$146M
|
+$6.68M
|
+22,147
|
+5%
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$130M
|
-$11.5M
|
-38,138
|
-8%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$125M
|
+$3.87M
|
+12,844
|
+3%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$112M
|
+$4.66M
|
+15,441
|
+4%
|
|
|
23
|
RWA Wealth Partners
Newton,
Massachusetts
|
$106M
|
-$4.09M
|
-13,544
|
-4%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$102M
|
-$798K
|
-2,645
|
-0.8%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$98.3M
|
-$372K
|
-1,234
|
-0.4%
|
|
