|
1
|
|
$449M
|
+$25.3M
|
+130,394
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$416M
|
+$45.5M
|
+234,739
|
+13%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$383M
|
+$9.22M
|
+47,566
|
+3%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$306M
|
-$2.43M
|
-12,552
|
-0.8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$264M
|
+$5.21M
|
+26,879
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$262M
|
-$4.01M
|
-20,707
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$230M
|
+$29M
|
+149,555
|
+15%
|
|
|
8
|
Truepoint Inc
Cincinnati,
Ohio
|
$210M
|
-$120K
|
-617
|
-0.1%
|
|
|
9
|
TIAA FSB
Jacksonville,
Florida
|
$193M
|
+$7.29M
|
+37,614
|
+4%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$137M
|
-$8.31M
|
-42,901
|
-6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$127M
|
+$19.7M
|
+101,451
|
+20%
|
|
|
12
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$105M
|
+$11.8M
|
+61,029
|
+14%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$102M
|
+$14M
|
+72,304
|
+17%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$97.6M
|
+$65.2M
|
+336,605
|
+241%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$90.6M
|
+$126K
|
+650
|
+0.1%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$79.4M
|
+$580K
|
+2,992
|
+0.8%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$76.8M
|
+$15.5M
|
+80,098
|
+250%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$72.5M
|
+$3.46M
|
+17,848
|
+5%
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$71.4M
|
-$3.68M
|
-19,013
|
-5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$66.7M
|
+$9.66M
|
+49,868
|
+18%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$63.1M
|
-$3.17M
|
-16,364
|
-5%
|
|
|
22
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$62.1M
|
+$2.76M
|
+14,264
|
+5%
|
|
|
23
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$60.9M
|
+$57.4M
|
+296,124
|
New
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$60M
|
+$7.63M
|
+39,349
|
+16%
|
|
|
25
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$53.4M
|
+$5.85M
|
+30,195
|
+13%
|
|
