|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.7B
|
+$318M
|
+1,652,400
|
+10%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$766M
|
+$26.8M
|
+139,196
|
+4%
|
|
|
3
|
|
$754M
|
-$23.4M
|
-121,930
|
-3%
|
|
|
4
|
|
$742M
|
-$26.1M
|
-135,879
|
-4%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$478M
|
+$5.83M
|
+30,315
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$386M
|
-$51.6M
|
-268,244
|
-12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$327M
|
+$21M
|
+109,246
|
+7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$323M
|
+$8.08M
|
+42,017
|
+3%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$311M
|
+$258M
|
+1,343,457
|
+656%
|
|
|
10
|
Axiom Advisory
San Diego,
California
|
$279M
|
+$19.7M
|
+102,423
|
+8%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$259M
|
-$9.29M
|
-48,332
|
-4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$247M
|
+$15.4M
|
+80,279
|
+7%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$213M
|
-$75.1M
|
-390,890
|
-27%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$173M
|
+$7.76M
|
+40,354
|
+5%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$169M
|
-$629K
|
-3,273
|
-0.4%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$159M
|
-$579K
|
-3,010
|
-0.4%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$159M
|
+$26.2M
|
+136,462
|
+21%
|
|
|
18
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$144M
|
+$6.23M
|
+32,409
|
+5%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$143M
|
+$2.54M
|
+13,198
|
+2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$140M
|
-$3.78M
|
-19,655
|
-3%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$134M
|
-$4.68M
|
-24,371
|
-4%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$128M
|
+$3.03M
|
+15,776
|
+3%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$128M
|
+$5.55M
|
+28,879
|
+5%
|
|
|
24
|
|
$118M
|
+$8.48M
|
+44,114
|
+8%
|
|
|
25
|
Efficient Advisors
Mason,
Ohio
|
$116M
|
-$1.01M
|
-5,245
|
-0.9%
|
|
