|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.55B
|
-$572M
|
-1,819,715
|
-18%
|
|
|
2
|
|
$585M
|
+$17M
|
+53,976
|
+3%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$486M
|
+$14M
|
+44,440
|
+3%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$312M
|
-$320M
|
-1,016,633
|
-50%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$298M
|
+$4.89M
|
+15,564
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$272M
|
-$3.41M
|
-10,837
|
-1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$253M
|
-$18.7M
|
-59,547
|
-7%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$244M
|
+$9.9M
|
+31,485
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$233M
|
+$13.4M
|
+42,640
|
+6%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$211M
|
+$1.03M
|
+3,290
|
+0.5%
|
|
|
11
|
Cohen Klingenstein
New York
|
$200M
|
-$2.18M
|
-6,947
|
-1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$193M
|
+$34.9M
|
+110,970
|
+21%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$183M
|
+$179K
|
+568
|
+0.1%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$182M
|
+$32M
|
+101,866
|
+20%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$162M
|
+$9.22M
|
+29,351
|
+6%
|
|
|
16
|
Choreo LLC
Rockford,
Illinois
|
$161M
|
+$2.63M
|
+8,362
|
+2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$147M
|
+$23.2M
|
+73,921
|
+18%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$144M
|
-$11.9M
|
-37,848
|
-7%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$144M
|
-$1.98M
|
-6,299
|
-1%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$111M
|
+$5.02M
|
+15,961
|
+5%
|
|
|
21
|
TIAA-CREF Individual & Institutional Services
New York
|
$111M
|
+$115M
|
+367,120
|
New
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$99.1M
|
-$13.9M
|
-44,180
|
-12%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$96M
|
-$2.44M
|
-7,775
|
-2%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$95.9M
|
+$4.5M
|
+14,312
|
+5%
|
|
|
25
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$95.7M
|
+$895K
|
+2,847
|
+0.9%
|
|
