|
1
|
|
$844M
|
-$795M
|
-5,415,689
|
-50%
|
|
|
2
|
|
$690M
|
-$601M
|
-4,093,298
|
-48%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$525M
|
+$47.9M
|
+326,241
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$479M
|
-$12.2M
|
-83,037
|
-3%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$463M
|
+$19.4M
|
+132,197
|
+5%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$344M
|
-$772K
|
-5,261
|
-0.2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$308M
|
-$3.87M
|
-26,360
|
-1%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$295M
|
-$19.8M
|
-135,127
|
-7%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$281M
|
-$676K
|
-4,607
|
-0.3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$242M
|
-$4.71M
|
-32,081
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$230M
|
-$5.5M
|
-37,474
|
-2%
|
|
|
12
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$147M
|
-$418K
|
-2,850
|
-0.3%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$143M
|
-$2.2M
|
-15,008
|
-2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$138M
|
-$3.39M
|
-23,084
|
-3%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$138M
|
+$2.08M
|
+14,173
|
+2%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$126M
|
-$2.91M
|
-19,851
|
-2%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$115M
|
+$31.7M
|
+215,956
|
+41%
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$114M
|
-$4.1M
|
-27,891
|
-4%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$102M
|
+$2.86M
|
+19,511
|
+3%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$101M
|
+$243K
|
+1,658
|
+0.3%
|
|
|
21
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$90.8M
|
+$27.2M
|
+185,410
|
+47%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$84.2M
|
-$1.01M
|
-6,909
|
-1%
|
|
|
23
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$80.9M
|
-$10.8M
|
-73,459
|
-12%
|
|
|
24
|
SYM Financial Corp
Winona Lake,
Indiana
|
$76.7M
|
+$2.39M
|
+16,250
|
+3%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$74.3M
|
+$991K
|
+6,752
|
+1%
|
|
