|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.7B
|
+$60.5M
|
+380,295
|
+4%
|
|
|
2
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.24B
|
-$521K
|
-3,271
|
-30%
|
|
|
3
|
|
$1.18B
|
+$30.3M
|
+190,152
|
+3%
|
|
|
4
|
|
$674M
|
+$11.2M
|
+70,494
|
+2%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$538M
|
-$31.8M
|
-199,540
|
-6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$502M
|
+$16.6M
|
+104,196
|
+3%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$475M
|
-$408K
|
-2,563
|
-0.1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$292M
|
-$7.39M
|
-46,440
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$289M
|
+$17.9M
|
+112,600
|
+7%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$231M
|
+$3.93M
|
+24,701
|
+2%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$203M
|
+$9.11M
|
+57,245
|
+5%
|
|
|
12
|
Hackensack Meridian Health
Edison,
New Jersey
|
$182M
|
+$407K
|
+2,557
|
+0.2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$165M
|
+$10M
|
+62,941
|
+6%
|
|
|
14
|
|
$165M
|
+$6.07M
|
+38,144
|
+4%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$158M
|
+$15.7M
|
+98,488
|
+11%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$157M
|
+$1.18M
|
+7,388
|
+0.8%
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
$144M
|
+$5.62M
|
+35,278
|
+4%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$136M
|
+$5.89M
|
+37,006
|
+5%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$123M
|
+$13.9M
|
+87,415
|
+13%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$120M
|
-$26.1M
|
-164,097
|
-18%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$116M
|
-$8.22M
|
-51,601
|
-7%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$104M
|
+$73.4M
|
+461,070
|
+292%
|
|
|
23
|
TIAA FSB
Jacksonville,
Florida
|
$102M
|
+$880K
|
+5,528
|
+0.9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98.8M
|
-$25.4M
|
-159,812
|
-20%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$93.4M
|
+$8.15M
|
+51,219
|
+10%
|
|
