|
1
|
Northern Trust
Chicago,
Illinois
|
$594M
|
+$65.3M
|
+1,392,196
|
+13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$412M
|
+$21.6M
|
+460,746
|
+6%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$410M
|
+$33.2M
|
+708,223
|
+9%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$239M
|
+$5.48M
|
+116,801
|
+2%
|
|
|
5
|
|
$193M
|
+$14.9M
|
+316,642
|
+9%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$186M
|
+$9.53M
|
+203,148
|
+6%
|
|
|
7
|
|
$100M
|
+$20.4M
|
+435,112
|
+27%
|
|
|
8
|
ETrade Capital Management
Arlington,
Virginia
|
$84.3M
|
+$7.19M
|
+153,213
|
+10%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$72.9M
|
-$189K
|
-4,032
|
-0.3%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$70.8M
|
+$68.3M
|
+1,456,012
|
New
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$69.4M
|
+$67M
|
+1,428,257
|
New
|
|
|
12
|
Madison Investment Holdings
Madison,
Wisconsin
|
$67.9M
|
-$47.6M
|
-1,013,827
|
-42%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$67M
|
+$6.12M
|
+130,455
|
+10%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.8M
|
-$24.3M
|
-517,205
|
-30%
|
|
|
15
|
William Blair & Company
Chicago,
Illinois
|
$55.4M
|
+$8.31M
|
+177,072
|
+18%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$55.1M
|
-$831K
|
-17,721
|
-2%
|
|
|
17
|
INR Advisory Services
Media,
Pennsylvania
|
$54.8M
|
+$804K
|
+17,139
|
+2%
|
|
|
18
|
Filament
Seattle,
Washington
|
$51.9M
|
+$522K
|
+11,128
|
+1%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$50.7M
|
+$9.4M
|
+200,419
|
+24%
|
|
|
20
|
Baystate Wealth Management
Boston,
Massachusetts
|
$50.6M
|
+$2.95M
|
+62,773
|
+6%
|
|
|
21
|
JMG Financial Group
Downers Grove,
Illinois
|
$47.2M
|
-$497K
|
-10,597
|
-1%
|
|
|
22
|
McCutchen Group
Seattle,
Washington
|
$42.2M
|
+$10.3M
|
+218,995
|
+34%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$38M
|
-$1.27M
|
-27,025
|
-3%
|
|
|
24
|
Wealthcare Capital Management
Richmond,
Virginia
|
$37.7M
|
+$1.05M
|
+22,485
|
+3%
|
|
|
25
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$36.7M
|
–
|
–
|
–
|
|
