|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$729M
|
+$30.8M
|
+119,621
|
+4%
|
|
|
2
|
|
$689M
|
+$72.3M
|
+280,906
|
+12%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$581M
|
+$26.3M
|
+102,332
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$448M
|
-$16M
|
-62,302
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$349M
|
+$24.7M
|
+95,821
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$294M
|
-$524K
|
-2,037
|
-0.2%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$292M
|
-$2.44M
|
-9,487
|
-0.8%
|
|
|
8
|
Truepoint Inc
Cincinnati,
Ohio
|
$255M
|
-$4.31M
|
-16,737
|
-2%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$238M
|
+$56.7M
|
+220,475
|
+31%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$217M
|
-$2.54M
|
-9,854
|
-1%
|
|
|
11
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$200M
|
+$189M
|
+733,309
|
+1,822%
|
|
|
12
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$180M
|
-$6.77M
|
-26,299
|
-4%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$177M
|
+$3.9M
|
+15,146
|
+2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$173M
|
+$17.2M
|
+66,679
|
+11%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$145M
|
+$3.4M
|
+13,207
|
+2%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$118M
|
-$90.1K
|
-350
|
-0.1%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$118M
|
+$8.86M
|
+34,403
|
+8%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$116M
|
+$23.1M
|
+89,594
|
+24%
|
|
|
19
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$114M
|
-$249K
|
-969
|
-0.2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$104M
|
+$779K
|
+3,028
|
+0.7%
|
|
|
21
|
Avior Wealth Management
Omaha,
Nebraska
|
$91M
|
+$13.9M
|
+54,085
|
+18%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$86.8M
|
-$7.04M
|
-27,342
|
-7%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$78M
|
+$79.2M
|
+307,541
|
New
|
|
|
24
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$74.3M
|
+$10.6M
|
+41,160
|
+16%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$72M
|
+$7.88M
|
+30,631
|
+12%
|
|
