|
1
|
Axiom Advisory
San Diego,
California
|
$722M
|
+$72.7M
|
+312,321
|
+11%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$671M
|
+$72.5M
|
+311,162
|
+13%
|
|
|
3
|
|
$593M
|
+$15.8M
|
+67,812
|
+3%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$532M
|
+$24.7M
|
+105,947
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$445M
|
+$4.46M
|
+19,133
|
+1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$311M
|
+$2.45M
|
+10,532
|
+0.8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$282M
|
-$925K
|
-3,971
|
-0.3%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$282M
|
-$2.45M
|
-10,533
|
-0.9%
|
|
|
9
|
Truepoint Inc
Cincinnati,
Ohio
|
$249M
|
+$2.89M
|
+12,414
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$210M
|
-$993K
|
-4,266
|
-0.5%
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$179M
|
-$7.19M
|
-30,870
|
-4%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$174M
|
+$46M
|
+197,541
|
+38%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$166M
|
+$4.19M
|
+17,999
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$150M
|
-$163K
|
-701
|
-0.1%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$135M
|
+$34.2M
|
+146,740
|
+36%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$113M
|
-$9.5M
|
-40,783
|
-8%
|
|
|
17
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$110M
|
+$889K
|
+3,818
|
+0.9%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$104M
|
+$3.39M
|
+14,558
|
+4%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$99.4M
|
-$1.84M
|
-7,910
|
-2%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$89.9M
|
+$10.9M
|
+46,795
|
+15%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$89.3M
|
-$4.49M
|
-19,302
|
-5%
|
|
|
22
|
Avior Wealth Management
Omaha,
Nebraska
|
$74.1M
|
+$2.3M
|
+9,883
|
+3%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$69.1M
|
-$38.7M
|
-165,987
|
-35%
|
|
|
24
|
Waverly Advisors
Birmingham,
Alabama
|
$68.9M
|
-$2.34M
|
-10,069
|
-3%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$61.6M
|
-$1.5M
|
-6,425
|
-2%
|
|
