|
1
|
|
$758M
|
+$5.73M
|
+36,189
|
+0.8%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$701M
|
+$25.6M
|
+161,894
|
+4%
|
|
|
3
|
|
$680M
|
-$25.1M
|
-158,460
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$503M
|
-$3.65M
|
-23,065
|
-0.7%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$450M
|
-$83.4M
|
-526,764
|
-16%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$424M
|
+$19.1M
|
+120,852
|
+5%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$397M
|
-$6.63M
|
-41,867
|
-2%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$275M
|
+$25.3M
|
+159,488
|
+11%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$275M
|
-$5.65M
|
-35,701
|
-2%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$241M
|
-$15.1M
|
-95,385
|
-6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$240M
|
-$160K
|
-1,009
|
-0.1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$197M
|
-$49.6M
|
-313,200
|
-21%
|
|
|
13
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$196M
|
+$15.6M
|
+98,460
|
+9%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$175M
|
+$5.91M
|
+37,337
|
+4%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$167M
|
+$7.29M
|
+46,042
|
+5%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$162M
|
+$8.93M
|
+56,426
|
+6%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$145M
|
+$1.82M
|
+11,521
|
+1%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$144M
|
+$7.79M
|
+49,225
|
+6%
|
|
|
19
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$131M
|
+$8.6M
|
+54,333
|
+7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$110M
|
+$57.5M
|
+363,254
|
+116%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$110M
|
+$52.2M
|
+329,597
|
+98%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$106M
|
+$6.25M
|
+39,467
|
+7%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$103M
|
+$2.85M
|
+17,970
|
+3%
|
|
|
24
|
Waverly Advisors
Birmingham,
Alabama
|
$96.7M
|
-$3.78M
|
-23,892
|
-4%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$96.7M
|
+$3.38M
|
+21,372
|
+4%
|
|
