|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.07B
|
+$189M
|
+1,025,486
|
+7%
|
|
|
2
|
|
$708M
|
-$52.8M
|
-285,561
|
-7%
|
|
|
3
|
|
$700M
|
-$79.1M
|
-427,944
|
-10%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$671M
|
+$26.5M
|
+143,484
|
+4%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$429M
|
-$126M
|
-684,763
|
-23%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$399M
|
+$2.81M
|
+15,238
|
+0.7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$286M
|
-$874K
|
-4,733
|
-0.3%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$279M
|
+$2.7M
|
+14,596
|
+1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$277M
|
-$1.63M
|
-8,829
|
-0.6%
|
|
|
10
|
|
$264M
|
-$6.2M
|
-33,576
|
-2%
|
|
|
11
|
Axiom Advisory
San Diego,
California
|
$249M
|
+$245M
|
+1,328,499
|
+6,266%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$244M
|
+$12.8M
|
+69,169
|
+5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$210M
|
+$3.18M
|
+17,226
|
+2%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$154M
|
-$6.41M
|
-34,706
|
-4%
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$150M
|
+$12.5M
|
+67,776
|
+9%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$145M
|
-$43.6M
|
-236,210
|
-23%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$134M
|
+$2.05M
|
+11,103
|
+2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$131M
|
-$1.03M
|
-5,578
|
-0.8%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$127M
|
-$10.1M
|
-54,901
|
-7%
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$125M
|
+$601K
|
+3,251
|
+0.5%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$119M
|
-$14.1M
|
-76,433
|
-11%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$114M
|
+$1.2M
|
+6,519
|
+1%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$111M
|
+$681K
|
+3,684
|
+0.6%
|
|
|
24
|
Efficient Advisors
Mason,
Ohio
|
$107M
|
-$2.26M
|
-12,217
|
-2%
|
|
|
25
|
|
$99.3M
|
+$979K
|
+5,297
|
+1%
|
|
