|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.48B
|
-$332M
|
-2,090,263
|
-17%
|
|
|
2
|
|
$1.09B
|
–
|
–
|
–
|
|
|
3
|
|
$599M
|
+$2.66M
|
+16,743
|
+0.4%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$515M
|
-$13.3M
|
-83,603
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$438M
|
+$58.4M
|
+367,532
|
+14%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$429M
|
+$13.6M
|
+85,627
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$270M
|
-$19.1M
|
-120,132
|
-6%
|
|
|
8
|
CM Wealth Advisors
Beachwood,
Ohio
|
$245M
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$245M
|
-$12.1M
|
-75,884
|
-4%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$205M
|
+$3.82M
|
+24,019
|
+2%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$175M
|
-$3.06M
|
-19,286
|
-2%
|
|
|
12
|
Hackensack Meridian Health
Edison,
New Jersey
|
$164M
|
+$311K
|
+1,956
|
+0.2%
|
|
|
13
|
|
$144M
|
+$5.58M
|
+35,100
|
+4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$140M
|
+$7.33M
|
+46,124
|
+5%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$140M
|
+$3.65M
|
+22,952
|
+2%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$132M
|
+$6.51M
|
+40,975
|
+5%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$129M
|
+$12.4M
|
+78,053
|
+10%
|
|
|
18
|
Choreo LLC
Rockford,
Illinois
|
$125M
|
+$1.31M
|
+8,268
|
+1%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$118M
|
+$3.89M
|
+24,501
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$112M
|
-$20.2M
|
-127,319
|
-14%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$112M
|
-$3.2M
|
-20,133
|
-3%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$98.8M
|
-$2.6M
|
-16,356
|
-2%
|
|
|
23
|
TIAA FSB
Jacksonville,
Florida
|
$91.3M
|
-$4.44M
|
-27,929
|
-4%
|
|
|
24
|
Efficient Advisors
Mason,
Ohio
|
$80.1M
|
-$840K
|
-5,287
|
-0.9%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$77.7M
|
+$18.2M
|
+114,768
|
+27%
|
|
