|
1
|
|
$438M
|
+$13.3M
|
+65,321
|
+3%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$365M
|
+$2.37M
|
+11,624
|
+0.6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$347M
|
-$49.1M
|
-240,363
|
-12%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$285M
|
-$5.11M
|
-25,031
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$253M
|
+$3.6M
|
+17,636
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$232M
|
-$16.9M
|
-82,646
|
-6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$213M
|
-$4.2M
|
-20,586
|
-2%
|
|
|
8
|
Truepoint Inc
Cincinnati,
Ohio
|
$200M
|
+$1.38M
|
+6,783
|
+0.7%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$176M
|
+$184M
|
+903,591
|
New
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$128M
|
-$2.51M
|
-12,297
|
-2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$123M
|
+$2.8M
|
+13,698
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$110M
|
+$25M
|
+122,365
|
+28%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$96.8M
|
+$4.28M
|
+20,969
|
+4%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$96.4M
|
+$253K
|
+1,241
|
+0.3%
|
|
|
15
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$84M
|
-$16.2M
|
-79,152
|
-16%
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$79M
|
+$59.9M
|
+293,207
|
+261%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$77.6M
|
+$2.55M
|
+12,483
|
+3%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$71.5M
|
+$3.03M
|
+14,859
|
+4%
|
|
|
19
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$65.6M
|
+$8.31M
|
+40,712
|
+14%
|
|
|
20
|
Waverly Advisors
Birmingham,
Alabama
|
$65.1M
|
-$2.6M
|
-12,749
|
-4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62.8M
|
-$359K
|
-1,759
|
-0.5%
|
|
|
22
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$59.8M
|
+$1.14M
|
+5,606
|
+2%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$56.2M
|
-$420K
|
-2,059
|
-0.7%
|
|
|
24
|
Wellington Management Group
Boston,
Massachusetts
|
$54.5M
|
+$57.1M
|
+279,815
|
New
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$54M
|
-$6.01M
|
-29,418
|
-10%
|
|
