|
1
|
|
$755M
|
+$14.8M
|
+87,451
|
+2%
|
|
|
2
|
|
$729M
|
-$28.9M
|
-171,573
|
-4%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$636M
|
+$46.7M
|
+276,698
|
+8%
|
|
|
4
|
Koshinski Asset Management
Decatur,
Illinois
|
$524M
|
+$5.23K
|
+31
|
+1%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$517M
|
+$1.61M
|
+9,517
|
+0.3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$499M
|
+$570K
|
+3,377
|
+0.1%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$391M
|
+$9.73M
|
+57,651
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$364M
|
+$60.7M
|
+359,944
|
+19%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$279M
|
-$8.43M
|
-49,992
|
-3%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$253M
|
-$106K
|
-629
|
-0%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$247M
|
-$5.9M
|
-34,964
|
-2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$230M
|
-$7.87M
|
-46,664
|
-3%
|
|
|
13
|
EP Wealth Advisors
Torrance,
California
|
$206M
|
+$58.9M
|
+349,161
|
+38%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$170M
|
+$17.9M
|
+106,294
|
+11%
|
|
|
15
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$159M
|
+$797K
|
+4,724
|
+0.5%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$148M
|
+$1.25M
|
+7,427
|
+0.8%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$147M
|
+$1.67M
|
+9,875
|
+1%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$145M
|
+$470K
|
+2,786
|
+0.3%
|
|
|
19
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$127M
|
+$3.83M
|
+22,705
|
+3%
|
|
|
20
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$113M
|
+$6.04M
|
+35,802
|
+5%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$106M
|
+$110M
|
+652,772
|
New
|
|
|
22
|
Waverly Advisors
Birmingham,
Alabama
|
$102M
|
-$4.1M
|
-24,289
|
-4%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$97.3M
|
+$9.47M
|
+56,126
|
+10%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$94.3M
|
+$161K
|
+957
|
+0.2%
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$85.7M
|
+$5.61M
|
+33,228
|
+7%
|
|
