|
1
|
|
$830M
|
+$24.7M
|
+145,068
|
+3%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$771M
|
+$25.5M
|
+149,897
|
+4%
|
|
|
3
|
|
$702M
|
-$19.3M
|
-113,154
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$530M
|
-$3.38M
|
-19,881
|
-0.7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$461M
|
+$10.2M
|
+59,882
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$460M
|
-$17.6M
|
-103,637
|
-4%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$435M
|
+$14.2M
|
+83,243
|
+3%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$279M
|
-$13M
|
-76,133
|
-5%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$255M
|
-$472K
|
-2,774
|
-0.2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$244M
|
-$9.74M
|
-57,251
|
-4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$203M
|
-$5.94M
|
-34,934
|
-3%
|
|
|
12
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$191M
|
-$16M
|
-94,056
|
-8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$188M
|
+$1.95M
|
+11,478
|
+1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$184M
|
+$11.6M
|
+68,011
|
+7%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$162M
|
+$7.18M
|
+42,206
|
+5%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$158M
|
-$18.1M
|
-106,346
|
-10%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$155M
|
+$2.28M
|
+13,405
|
+2%
|
|
|
18
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$143M
|
+$4.13M
|
+24,283
|
+3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$122M
|
+$4.34M
|
+25,514
|
+4%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$119M
|
+$2.51M
|
+14,779
|
+2%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$117M
|
+$4.55M
|
+26,736
|
+4%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$114M
|
+$5.09M
|
+29,944
|
+5%
|
|
|
23
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$105M
|
+$102M
|
+600,253
|
New
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$102M
|
-$905K
|
-5,321
|
-0.9%
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
$99.7M
|
-$2.93M
|
-17,237
|
-3%
|
|
