|
1
|
|
$734M
|
-$15.4M
|
-94,492
|
-2%
|
|
|
2
|
|
$689M
|
-$35.5M
|
-217,175
|
-5%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$659M
|
+$28.2M
|
+172,374
|
+4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$524M
|
+$10.7M
|
+65,644
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$494M
|
-$304K
|
-1,857
|
-0.1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$395M
|
+$34.5M
|
+211,153
|
+9%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$391M
|
+$5.64M
|
+34,490
|
+1%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$275M
|
-$2.23M
|
-13,637
|
-0.8%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$250M
|
-$1.09M
|
-6,677
|
-0.4%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$243M
|
+$39.1M
|
+239,192
|
+19%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$243M
|
+$14.4M
|
+87,965
|
+6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$234M
|
-$11.4M
|
-69,763
|
-5%
|
|
|
13
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$175M
|
+$17.8M
|
+109,095
|
+11%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$165M
|
-$3.52M
|
-21,502
|
-2%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$155M
|
+$9.19M
|
+56,205
|
+6%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$149M
|
+$2.16M
|
+13,217
|
+1%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$140M
|
-$3.94M
|
-24,076
|
-3%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$132M
|
+$6.07M
|
+37,121
|
+5%
|
|
|
19
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$119M
|
+$7.4M
|
+45,271
|
+7%
|
|
|
20
|
Waverly Advisors
Birmingham,
Alabama
|
$98.3M
|
-$3.31M
|
-20,245
|
-3%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$97.4M
|
-$7.53M
|
-46,045
|
-7%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$97.1M
|
+$557K
|
+3,405
|
+0.6%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$90.9M
|
+$17.8M
|
+108,604
|
+24%
|
|
|
24
|
Avior Wealth Management
Omaha,
Nebraska
|
$86.3M
|
+$1.27M
|
+7,791
|
+1%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$85.4M
|
-$8.34M
|
-51,015
|
-9%
|
|
