|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.73B
|
+$308M
|
+1,734,310
|
+13%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.64B
|
+$26.2M
|
+147,223
|
+2%
|
|
|
3
|
|
$1.31B
|
-$2.59M
|
-14,557
|
-0.2%
|
|
|
4
|
|
$765M
|
+$47.8M
|
+268,549
|
+7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$498M
|
+$13.3M
|
+74,618
|
+3%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$493M
|
+$37.2M
|
+208,922
|
+8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$328M
|
+$7.59M
|
+42,702
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$293M
|
+$3.81M
|
+21,446
|
+1%
|
|
|
9
|
Hackensack Meridian Health
Edison,
New Jersey
|
$256M
|
+$254M
|
+1,428,976
|
New
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$237M
|
+$6.95M
|
+39,071
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$190M
|
-$8.84M
|
-49,693
|
-4%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$170M
|
-$572K
|
-3,217
|
-0.3%
|
|
|
13
|
|
$169M
|
-$16.4M
|
-92,199
|
-9%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$162M
|
+$5.78M
|
+32,494
|
+4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$160M
|
+$1.85M
|
+10,408
|
+1%
|
|
|
16
|
Choreo LLC
Rockford,
Illinois
|
$155M
|
+$856K
|
+4,813
|
+0.6%
|
|
|
17
|
Aspiriant LLC
Los Angeles,
California
|
$153M
|
-$8.47M
|
-47,616
|
-5%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$150M
|
-$3.72M
|
-20,891
|
-2%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$149M
|
+$42.9M
|
+241,035
|
+41%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$129M
|
+$22.6M
|
+127,082
|
+21%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$120M
|
+$6.76M
|
+38,035
|
+6%
|
|
|
22
|
TIAA FSB
Jacksonville,
Florida
|
$116M
|
+$2.43M
|
+13,641
|
+2%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$111M
|
+$18.4M
|
+103,738
|
+20%
|
|
|
24
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$97.8M
|
-$52.5M
|
-295,247
|
-35%
|
|
|
25
|
Merriman Wealth Management
Seattle,
Washington
|
$95.4M
|
-$515K
|
-2,898
|
-0.5%
|
|
