|
1
|
Northern Trust
Chicago,
Illinois
|
$668M
|
+$30.9M
|
+598,548
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$590M
|
-$73.9M
|
-1,429,009
|
-11%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$527M
|
+$28.6M
|
+553,550
|
+5%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$267M
|
+$17.8M
|
+343,690
|
+7%
|
|
|
5
|
|
$250M
|
+$17.9M
|
+346,068
|
+7%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$230M
|
+$13M
|
+251,515
|
+6%
|
|
|
7
|
|
$128M
|
+$17M
|
+328,209
|
+14%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$123M
|
+$14M
|
+270,620
|
+12%
|
|
|
9
|
ETrade Capital Management
Arlington,
Virginia
|
$107M
|
+$1.46M
|
+28,170
|
+1%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$102M
|
+$7M
|
+135,390
|
+7%
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$98.3M
|
+$2.57M
|
+49,678
|
+3%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$82.8M
|
+$11.2M
|
+216,247
|
+15%
|
|
|
13
|
INR Advisory Services
Media,
Pennsylvania
|
$79.5M
|
+$841K
|
+16,277
|
+1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$65.6M
|
-$18.3M
|
-354,351
|
-21%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$64.4M
|
+$3.09M
|
+59,720
|
+5%
|
|
|
16
|
Summit Equities
Parsippany,
New Jersey
|
$59.9M
|
+$4.78M
|
+92,514
|
+8%
|
|
|
17
|
Bank of New York Mellon
New York
|
$59.1M
|
+$35.8M
|
+691,738
|
+136%
|
|
|
18
|
Filament
Seattle,
Washington
|
$57.9M
|
+$561K
|
+10,844
|
+0.9%
|
|
|
19
|
United Services Automobile Association
San Antonio,
Texas
|
$56.3M
|
+$52
|
+1
|
+0%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$55.6M
|
-$2.16M
|
-41,884
|
-4%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$55M
|
-$1.8M
|
-34,743
|
-3%
|
|
|
22
|
McCutchen Group
Seattle,
Washington
|
$52.7M
|
+$3.48M
|
+67,411
|
+7%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$49.6M
|
+$1.42M
|
+27,450
|
+3%
|
|
|
24
|
Tanglewood Wealth Management
Houston,
Texas
|
$45.3M
|
+$2M
|
+38,635
|
+4%
|
|
|
25
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$45M
|
–
|
–
|
–
|
|
