|
1
|
|
$939M
|
+$24.6M
|
+85,220
|
+3%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$659M
|
+$2.51M
|
+8,717
|
+0.4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$650M
|
-$10.6M
|
-36,879
|
-2%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$537M
|
+$58.2M
|
+201,601
|
+13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$504M
|
-$8.07M
|
-27,965
|
-2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$366M
|
-$25.3M
|
-87,581
|
-7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$355M
|
+$11.7M
|
+40,450
|
+4%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$338M
|
-$3.08M
|
-10,682
|
-1%
|
|
|
9
|
Truepoint Inc
Cincinnati,
Ohio
|
$335M
|
-$3.68M
|
-12,744
|
-1%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$329M
|
+$18.6M
|
+64,432
|
+6%
|
|
|
11
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$319M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$280M
|
+$4.09M
|
+14,182
|
+2%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$277M
|
+$9.76M
|
+33,825
|
+4%
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$232M
|
+$11.3M
|
+39,291
|
+5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$223M
|
+$4.61M
|
+15,980
|
+2%
|
|
|
16
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$204M
|
+$1.73M
|
+6,008
|
+0.9%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$173M
|
+$5.87M
|
+20,339
|
+4%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$159M
|
+$1.66M
|
+5,769
|
+1%
|
|
|
19
|
TIAA-CREF Individual & Institutional Services
New York
|
$152M
|
-$12.6M
|
-43,789
|
-8%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$108M
|
+$2.11M
|
+7,328
|
+2%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$101M
|
+$188K
|
+653
|
+0.2%
|
|
|
22
|
Busey Bank
Urbana,
Illinois
|
$87.6M
|
+$3.88M
|
+13,464
|
+5%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$84.3M
|
-$513K
|
-1,778
|
-0.6%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$78.6M
|
-$5.96M
|
-20,671
|
-7%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$74.5M
|
-$2.5M
|
-8,663
|
-3%
|
|
