|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.87B
|
+$179M
|
+1,027,669
|
+7%
|
|
|
2
|
|
$1.29B
|
-$3.33M
|
-19,177
|
-0.3%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$888M
|
-$731M
|
-4,202,345
|
-46%
|
|
|
4
|
|
$756M
|
+$3.88M
|
+22,331
|
+0.5%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$491M
|
+$6.41M
|
+36,843
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$424M
|
-$65.8M
|
-378,215
|
-14%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$349M
|
+$26M
|
+149,349
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$328M
|
+$39.2M
|
+225,633
|
+14%
|
|
|
9
|
Hackensack Meridian Health
Edison,
New Jersey
|
$251M
|
–
|
–
|
–
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$240M
|
+$6.01M
|
+34,545
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$177M
|
-$9.25M
|
-53,228
|
-5%
|
|
|
12
|
|
$176M
|
+$9.9M
|
+56,970
|
+6%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$168M
|
+$723K
|
+4,161
|
+0.4%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$162M
|
+$1.92M
|
+11,057
|
+1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$161M
|
+$3.54M
|
+20,336
|
+2%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$160M
|
+$13.3M
|
+76,428
|
+9%
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
$157M
|
+$4.21M
|
+24,214
|
+3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$156M
|
+$8.84M
|
+50,867
|
+6%
|
|
|
19
|
Aspiriant LLC
Los Angeles,
California
|
$146M
|
-$5.12M
|
-29,444
|
-3%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$140M
|
+$138M
|
+794,468
|
New
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$137M
|
+$9.22M
|
+53,043
|
+7%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$131M
|
+$12.5M
|
+71,737
|
+11%
|
|
|
23
|
TIAA FSB
Jacksonville,
Florida
|
$111M
|
-$3.22M
|
-18,549
|
-3%
|
|
|
24
|
Efficient Advisors
Mason,
Ohio
|
$98.7M
|
-$10.2M
|
-58,850
|
-9%
|
|
|
25
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$95.9M
|
-$253K
|
-1,456
|
-0.3%
|
|
