|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.39B
|
+$117M
|
+560,544
|
+4%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$928M
|
+$23.7M
|
+113,412
|
+3%
|
|
|
3
|
|
$799M
|
-$12.2M
|
-58,046
|
-2%
|
|
|
4
|
|
$640M
|
-$16.8M
|
-80,400
|
-3%
|
|
|
5
|
Align Financial
Hermantown,
Minnesota
|
$460M
|
+$96.3M
|
+459,936
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$362M
|
-$13.9M
|
-66,256
|
-4%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$343M
|
+$19.6M
|
+93,408
|
+6%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$316M
|
+$8.49M
|
+40,536
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$305M
|
+$1.8M
|
+8,609
|
+0.6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$295M
|
-$12.1M
|
-57,980
|
-4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$285M
|
-$65.4M
|
-312,587
|
-19%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$262M
|
+$2.41M
|
+11,525
|
+0.9%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$240M
|
+$13.1M
|
+62,346
|
+6%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$223M
|
+$21.6M
|
+103,253
|
+11%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$180M
|
+$62.2M
|
+297,074
|
+54%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$179M
|
-$12.8M
|
-60,997
|
-7%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$175M
|
+$287K
|
+1,369
|
+0.2%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$174M
|
+$2.92M
|
+13,933
|
+2%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$172M
|
-$683K
|
-3,263
|
-0.4%
|
|
|
20
|
Choreo LLC
Rockford,
Illinois
|
$171M
|
+$2.96M
|
+14,156
|
+2%
|
|
|
21
|
|
$158M
|
+$4.42M
|
+21,114
|
+3%
|
|
|
22
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$157M
|
-$23.8M
|
-113,547
|
-13%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$151M
|
-$2.8M
|
-13,365
|
-2%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$146M
|
+$77.7M
|
+371,324
|
+115%
|
|
|
25
|
Mather Group
Chicago,
Illinois
|
$134M
|
-$488K
|
-2,329
|
-0.4%
|
|
