|
1
|
Northern Trust
Chicago,
Illinois
|
$665M
|
+$44.1M
|
+886,296
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$465M
|
+$34.3M
|
+689,638
|
+8%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$463M
|
+$34.3M
|
+688,565
|
+8%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$248M
|
-$530K
|
-10,651
|
-0.2%
|
|
|
5
|
|
$213M
|
+$11.2M
|
+225,159
|
+6%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$202M
|
+$7.15M
|
+143,706
|
+4%
|
|
|
7
|
|
$113M
|
+$8.4M
|
+168,923
|
+8%
|
|
|
8
|
ETrade Capital Management
Arlington,
Virginia
|
$95.6M
|
+$7.47M
|
+150,100
|
+9%
|
|
|
9
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$83.2M
|
+$9.13M
|
+183,519
|
+13%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$78M
|
+$1.96M
|
+39,384
|
+3%
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$74.8M
|
+$16.7M
|
+334,835
|
+29%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$72.4M
|
+$2.43M
|
+48,924
|
+4%
|
|
|
13
|
McCutchen Group
Seattle,
Washington
|
$69.8M
|
+$25.3M
|
+508,155
|
+59%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$62.6M
|
+$9.44M
|
+189,802
|
+18%
|
|
|
15
|
INR Advisory Services
Media,
Pennsylvania
|
$61.9M
|
+$4.55M
|
+91,491
|
+8%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$59.2M
|
+$1.64M
|
+32,885
|
+3%
|
|
|
17
|
Baystate Wealth Management
Boston,
Massachusetts
|
$58.7M
|
+$5.74M
|
+115,476
|
+11%
|
|
|
18
|
Filament
Seattle,
Washington
|
$56.3M
|
+$2.05M
|
+41,163
|
+4%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$52.9M
|
-$19.1M
|
-384,632
|
-27%
|
|
|
20
|
JMG Financial Group
Downers Grove,
Illinois
|
$49.2M
|
-$119K
|
-2,398
|
-0.2%
|
|
|
21
|
Madison Investment Holdings
Madison,
Wisconsin
|
$48M
|
-$22.5M
|
-451,783
|
-32%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.3M
|
-$16.7M
|
-336,546
|
-28%
|
|
|
23
|
Tanglewood Wealth Management
Houston,
Texas
|
$40.9M
|
+$14.6M
|
+292,933
|
+57%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39.8M
|
+$124K
|
+2,496
|
+0.3%
|
|
|
25
|
Wealthcare Capital Management
Richmond,
Virginia
|
$39M
|
-$300K
|
-6,022
|
-0.8%
|
|
