|
1
|
|
$728M
|
-$86.8M
|
-572,026
|
-11%
|
|
|
2
|
|
$690M
|
+$24.5M
|
+161,376
|
+4%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$528M
|
+$21.7M
|
+142,800
|
+4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$471M
|
+$24.7M
|
+163,001
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$463M
|
+$297K
|
+1,959
|
+0.1%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$347M
|
+$15.6M
|
+103,034
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$291M
|
-$5.97M
|
-39,326
|
-2%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$271M
|
-$13.7M
|
-89,994
|
-5%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$237M
|
-$35.1M
|
-231,060
|
-13%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$231M
|
-$2.14M
|
-14,070
|
-0.9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$219M
|
-$3.18M
|
-20,982
|
-1%
|
|
|
12
|
Axiom Advisory
San Diego,
California
|
$189M
|
+$186M
|
+1,227,882
|
+6,399%
|
|
|
13
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$143M
|
+$880K
|
+5,798
|
+0.6%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$138M
|
+$4.75M
|
+31,300
|
+4%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$137M
|
-$867K
|
-5,715
|
-0.6%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$135M
|
+$2.2M
|
+14,525
|
+2%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$122M
|
+$530K
|
+3,492
|
+0.4%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$112M
|
+$730K
|
+4,808
|
+0.7%
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$110M
|
+$12.1M
|
+79,936
|
+12%
|
|
|
20
|
Waverly Advisors
Birmingham,
Alabama
|
$103M
|
-$7.13M
|
-46,958
|
-6%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$98.1M
|
-$320K
|
-2,110
|
-0.3%
|
|
|
22
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$95.6M
|
+$8.07M
|
+53,170
|
+9%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$83.2M
|
+$44.6M
|
+293,925
|
+113%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$81.3M
|
+$87.9K
|
+579
|
+0.1%
|
|
|
25
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$78.6M
|
+$553K
|
+3,644
|
+0.7%
|
|
