|
1
|
|
$843M
|
-$872K
|
-4,980
|
-0.1%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$803M
|
+$19.2M
|
+109,932
|
+2%
|
|
|
3
|
|
$696M
|
-$16.7M
|
-95,700
|
-2%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$693M
|
+$684M
|
+3,906,096
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$554M
|
+$14.8M
|
+84,792
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$480M
|
+$11.4M
|
+65,370
|
+2%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$466M
|
+$23M
|
+131,700
|
+5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$452M
|
-$14.6M
|
-83,189
|
-3%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$308M
|
+$24M
|
+136,984
|
+9%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$260M
|
+$1.31M
|
+7,461
|
+0.5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$247M
|
-$1.21M
|
-6,912
|
-0.5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$201M
|
-$4.86M
|
-27,771
|
-2%
|
|
|
13
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$196M
|
+$1.36M
|
+7,764
|
+0.7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$191M
|
-$34.5K
|
-197
|
-0%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$184M
|
+$19.7M
|
+112,367
|
+12%
|
|
|
16
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$181M
|
+$23.9M
|
+136,421
|
+15%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$176M
|
-$10.7M
|
-61,167
|
-6%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$174M
|
+$12.7M
|
+72,508
|
+8%
|
|
|
19
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$150M
|
+$4.8M
|
+27,405
|
+3%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$140M
|
+$23.8M
|
+136,177
|
+21%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$126M
|
+$6.47M
|
+36,946
|
+6%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$119M
|
-$877K
|
-5,011
|
-0.7%
|
|
|
23
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$111M
|
+$4.04M
|
+23,088
|
+4%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$110M
|
+$6.77M
|
+38,698
|
+7%
|
|
|
25
|
SYM Financial Corp
Winona Lake,
Indiana
|
$99.2M
|
+$2.03M
|
+11,612
|
+2%
|
|
