|
1
|
Axiom Advisory
San Diego,
California
|
$640M
|
+$630M
|
+2,745,643
|
+6,373%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$561M
|
+$220M
|
+959,477
|
+65%
|
|
|
3
|
|
$543M
|
+$5.99M
|
+26,121
|
+1%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$477M
|
+$21.9M
|
+95,419
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$415M
|
+$673K
|
+2,934
|
+0.2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$291M
|
+$5.27M
|
+22,993
|
+2%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$268M
|
-$15.1M
|
-66,051
|
-5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$267M
|
+$812K
|
+3,540
|
+0.3%
|
|
|
9
|
Truepoint Inc
Cincinnati,
Ohio
|
$232M
|
-$2.43M
|
-10,598
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$199M
|
-$3.81M
|
-16,607
|
-2%
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$176M
|
-$8.71M
|
-38,002
|
-5%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$153M
|
+$4.31M
|
+18,773
|
+3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$142M
|
+$2.72M
|
+11,860
|
+2%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
$119M
|
+$13.2M
|
+57,693
|
+13%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$116M
|
+$67.9K
|
+296
|
+0.1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$109M
|
+$3.85M
|
+16,779
|
+4%
|
|
|
17
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$103M
|
+$7.24M
|
+31,584
|
+8%
|
|
|
18
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$103M
|
+$1.19M
|
+5,168
|
+1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$95.5M
|
-$2.14M
|
-9,351
|
-2%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$95.1M
|
+$928K
|
+4,047
|
+1%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$94M
|
+$2.81M
|
+12,249
|
+3%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$88.7M
|
-$250K
|
-1,088
|
-0.3%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$74M
|
-$1.15M
|
-5,001
|
-2%
|
|
|
24
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$70.3M
|
-$225K
|
-980
|
-0.3%
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$67.6M
|
+$8.71M
|
+37,965
|
+15%
|
|
