|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.9B
|
+$600M
|
+3,808,491
|
+50%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.49B
|
-$43.2M
|
-274,185
|
-3%
|
|
|
3
|
|
$1.19B
|
+$9.53M
|
+60,536
|
+0.8%
|
|
|
4
|
|
$742M
|
+$57.2M
|
+363,302
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$441M
|
+$101M
|
+642,825
|
+32%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$378M
|
+$18.8M
|
+119,218
|
+6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$291M
|
+$28.1M
|
+178,696
|
+11%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$234M
|
+$25.6M
|
+162,731
|
+13%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$211M
|
+$6.81M
|
+43,238
|
+4%
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$183M
|
+$2.8M
|
+17,773
|
+2%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$158M
|
-$3.51M
|
-22,266
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$152M
|
+$77.9M
|
+494,357
|
+116%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$141M
|
+$1.62M
|
+10,295
|
+1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$138M
|
+$11.4M
|
+72,077
|
+9%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$131M
|
+$14.2M
|
+90,279
|
+13%
|
|
|
16
|
|
$125M
|
+$10.9M
|
+69,454
|
+10%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$121M
|
+$40.5M
|
+257,055
|
+54%
|
|
|
18
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$111M
|
–
|
–
|
–
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
$105M
|
+$818K
|
+5,191
|
+0.8%
|
|
|
20
|
TIAA FSB
Jacksonville,
Florida
|
$104M
|
+$3.89M
|
+24,674
|
+4%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$102M
|
-$2.86M
|
-18,141
|
-3%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$98.1M
|
+$93.3M
|
+592,553
|
New
|
|
|
23
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$74.6M
|
-$37.4M
|
-237,409
|
-35%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$72M
|
-$4.22M
|
-26,815
|
-6%
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$71.9M
|
–
|
–
|
–
|
|
