|
1
|
|
$785M
|
-$25.7M
|
-161,506
|
-3%
|
|
|
2
|
|
$768M
|
-$1.07M
|
-6,701
|
-0.1%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$613M
|
+$22.5M
|
+141,385
|
+4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$534M
|
+$8.81M
|
+55,417
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$516M
|
+$572K
|
+3,596
|
+0.1%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$395M
|
+$8.34M
|
+52,475
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$316M
|
-$7.72M
|
-48,578
|
-3%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$297M
|
-$4.79M
|
-30,135
|
-2%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$263M
|
-$1.01M
|
-6,340
|
-0.4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$262M
|
+$4.3M
|
+27,075
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$246M
|
+$2.42M
|
+15,212
|
+1%
|
|
|
12
|
Axiom Advisory
San Diego,
California
|
$225M
|
+$27M
|
+169,810
|
+14%
|
|
|
13
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$164M
|
+$4.27M
|
+26,889
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$158M
|
+$3.6M
|
+22,627
|
+2%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$155M
|
+$31.2M
|
+196,458
|
+27%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$152M
|
+$1.28M
|
+8,060
|
+0.9%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$151M
|
+$14.2M
|
+89,019
|
+11%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$150M
|
-$2.54M
|
-15,998
|
-2%
|
|
|
19
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$128M
|
+$3.51M
|
+22,094
|
+3%
|
|
|
20
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$111M
|
+$3.91M
|
+24,595
|
+4%
|
|
|
21
|
Waverly Advisors
Birmingham,
Alabama
|
$110M
|
-$4.84M
|
-30,442
|
-4%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$97.6M
|
-$11.1M
|
-69,906
|
-11%
|
|
|
23
|
Money Design
Tokyo,
Japan
|
$95.1M
|
+$9.35M
|
+58,838
|
+12%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$91.4M
|
+$748K
|
+4,707
|
+0.9%
|
|
|
25
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$86.2M
|
-$1.36M
|
-8,578
|
-2%
|
|
