|
1
|
|
$981M
|
+$444M
|
+2,222,826
|
+99%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$433M
|
+$19.6M
|
+98,144
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$406M
|
+$14.2M
|
+70,881
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$278M
|
-$6.75M
|
-33,767
|
-3%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$270M
|
-$45.8M
|
-229,266
|
-16%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$261M
|
-$591K
|
-2,958
|
-0.2%
|
|
|
7
|
Truepoint Inc
Cincinnati,
Ohio
|
$225M
|
-$194K
|
-968
|
-0.1%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$195M
|
-$3.22M
|
-16,111
|
-2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$191M
|
-$44.8M
|
-223,848
|
-20%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$144M
|
+$5.6K
|
+28
|
+0%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$130M
|
-$8.3M
|
-41,494
|
-7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$118M
|
-$4.63M
|
-23,152
|
-4%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$109M
|
-$166K
|
-830
|
-0.2%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$108M
|
-$679K
|
-3,397
|
-0.7%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$103M
|
+$12.5M
|
+62,398
|
+15%
|
|
|
16
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$97.3M
|
+$2.37M
|
+11,875
|
+3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$89.8M
|
+$2.11M
|
+10,570
|
+3%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$87.4M
|
+$6.15M
|
+30,784
|
+8%
|
|
|
19
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$77.5M
|
+$9.14M
|
+45,736
|
+15%
|
|
|
20
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$73.6M
|
-$354K
|
-1,772
|
-0.5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73.1M
|
+$2.09M
|
+10,431
|
+3%
|
|
|
22
|
Waverly Advisors
Birmingham,
Alabama
|
$71.3M
|
-$1.92M
|
-9,591
|
-3%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$70.5M
|
+$6.38M
|
+31,887
|
+11%
|
|
|
24
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$68.3M
|
+$7.17M
|
+35,841
|
+13%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$55.9M
|
+$17K
|
+85
|
+0%
|
|
