|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.29B
|
+$249M
|
+1,452,516
|
+12%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.55B
|
+$28.9M
|
+168,662
|
+2%
|
|
|
3
|
|
$1.25B
|
+$6.13M
|
+35,828
|
+0.5%
|
|
|
4
|
|
$678M
|
-$32.9M
|
-192,017
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$459M
|
+$7.74M
|
+45,209
|
+2%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$431M
|
+$33.7M
|
+196,898
|
+8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$303M
|
+$603K
|
+3,525
|
+0.2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$273M
|
+$4.17M
|
+24,338
|
+2%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$218M
|
+$5.91M
|
+34,511
|
+3%
|
|
|
10
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$205M
|
+$144M
|
+838,834
|
+269%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$188M
|
+$21.4M
|
+124,771
|
+13%
|
|
|
12
|
|
$175M
|
+$13.4M
|
+78,280
|
+8%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$162M
|
+$3.47M
|
+20,286
|
+2%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$153M
|
-$49.3M
|
-287,979
|
-24%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$149M
|
+$10.1M
|
+59,121
|
+7%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$148M
|
+$4.02M
|
+23,478
|
+3%
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
$146M
|
+$5.83M
|
+34,049
|
+4%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$145M
|
+$11.5M
|
+67,418
|
+9%
|
|
|
19
|
TIAA FSB
Jacksonville,
Florida
|
$108M
|
+$2.55M
|
+14,905
|
+2%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$107M
|
+$5.86M
|
+34,210
|
+6%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$101M
|
-$278K
|
-1,626
|
-0.3%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$100M
|
+$5.1M
|
+29,811
|
+5%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$93.1M
|
+$33.9M
|
+198,179
|
+31%
|
|
|
24
|
Merriman Wealth Management
Seattle,
Washington
|
$90.8M
|
-$13.7M
|
-80,057
|
-13%
|
|
|
25
|
Efficient Advisors
Mason,
Ohio
|
$87.4M
|
+$19.4M
|
+113,226
|
+28%
|
|
