|
1
|
|
$966M
|
+$24.8M
|
+128,320
|
+3%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$887M
|
+$67.5M
|
+348,651
|
+8%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$875M
|
+$18.1M
|
+93,434
|
+2%
|
|
|
4
|
|
$693M
|
-$45.5M
|
-235,055
|
-6%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$672M
|
+$47.3M
|
+244,414
|
+8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$616M
|
+$14.2M
|
+73,647
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$539M
|
+$7.41M
|
+38,283
|
+1%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$450M
|
-$27.7M
|
-143,200
|
-6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$304M
|
+$13.9M
|
+71,933
|
+5%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$284M
|
-$4.28M
|
-22,111
|
-2%
|
|
|
11
|
TIAA-CREF Individual & Institutional Services
New York
|
$274M
|
-$46.6M
|
-240,636
|
-15%
|
|
|
12
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$242M
|
+$391K
|
+2,020
|
+0.2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$241M
|
+$2.75M
|
+14,204
|
+1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$230M
|
+$13.1M
|
+67,695
|
+6%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$224M
|
+$8.79M
|
+45,417
|
+4%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$220M
|
+$1.37M
|
+7,067
|
+0.6%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$219M
|
+$12.3M
|
+63,703
|
+6%
|
|
|
18
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$190M
|
+$12.2M
|
+62,816
|
+7%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$149M
|
-$25M
|
-129,396
|
-15%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$146M
|
+$7.03M
|
+36,321
|
+5%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$144M
|
+$1.9M
|
+9,846
|
+1%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$140M
|
+$9.21M
|
+47,626
|
+7%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$129M
|
-$5.83M
|
-30,140
|
-4%
|
|
|
24
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$124M
|
+$2.71M
|
+14,022
|
+2%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$122M
|
+$2.71M
|
+13,996
|
+2%
|
|
