|
1
|
Bank of America
Charlotte,
North Carolina
|
$702M
|
+$224M
|
+4,341,288
|
+48%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$678M
|
+$10.8M
|
+209,900
|
+2%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$531M
|
+$18.2M
|
+353,899
|
+4%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$266M
|
+$10M
|
+194,067
|
+4%
|
|
|
5
|
|
$248M
|
+$4.5M
|
+87,348
|
+2%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$231M
|
+$10.1M
|
+196,299
|
+5%
|
|
|
7
|
|
$119M
|
+$9.73M
|
+188,814
|
+9%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$117M
|
+$38.5M
|
+746,638
|
+50%
|
|
|
9
|
ETrade Capital Management
Arlington,
Virginia
|
$112M
|
+$4.25M
|
+82,456
|
+4%
|
|
|
10
|
William Blair & Company
Chicago,
Illinois
|
$102M
|
+$16.2M
|
+315,423
|
+19%
|
|
|
11
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$102M
|
+$8.29M
|
+160,871
|
+9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$88.2M
|
+$33.7M
|
+653,774
|
+63%
|
|
|
13
|
INR Advisory Services
Media,
Pennsylvania
|
$83.6M
|
+$4.27M
|
+82,847
|
+5%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$76.6M
|
+$1.34M
|
+26,018
|
+2%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$65.2M
|
+$1.59M
|
+30,784
|
+3%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$61.2M
|
+$4.74M
|
+91,970
|
+9%
|
|
|
17
|
Filament
Seattle,
Washington
|
$61M
|
+$1.55M
|
+30,050
|
+3%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$60.2M
|
-$5.08M
|
-98,605
|
-8%
|
|
|
19
|
United Services Automobile Association
San Antonio,
Texas
|
$59.8M
|
-$33.3M
|
-646,464
|
-36%
|
|
|
20
|
Summit Equities
Parsippany,
New Jersey
|
$58.7M
|
+$3.81M
|
+74,031
|
+7%
|
|
|
21
|
McCutchen Group
Seattle,
Washington
|
$52.4M
|
+$1.51M
|
+29,407
|
+3%
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$51.2M
|
+$1.04M
|
+20,227
|
+2%
|
|
|
23
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$47.8M
|
+$47.1M
|
+913,340
|
New
|
|
|
24
|
Tanglewood Wealth Management
Houston,
Texas
|
$46.1M
|
+$1.67M
|
+32,367
|
+4%
|
|
|
25
|
Wealthcare Capital Management
Richmond,
Virginia
|
$42.9M
|
+$1.46M
|
+28,423
|
+4%
|
|
