|
1
|
|
$812M
|
+$21.6M
|
+83,922
|
+3%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$699M
|
+$19.5M
|
+75,684
|
+3%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$600M
|
-$238M
|
-923,002
|
-30%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$569M
|
-$6.62M
|
-25,682
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$424M
|
+$17.1M
|
+66,493
|
+5%
|
|
|
6
|
EP Wealth Advisors
Torrance,
California
|
$350M
|
+$43.2M
|
+167,722
|
+16%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$323M
|
+$4.13M
|
+16,001
|
+1%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$312M
|
-$8.91M
|
-34,543
|
-3%
|
|
|
9
|
Truepoint Inc
Cincinnati,
Ohio
|
$295M
|
+$3.39M
|
+13,147
|
+1%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$217M
|
+$11.4M
|
+44,027
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$211M
|
+$17.9M
|
+69,347
|
+10%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$204M
|
+$19.7M
|
+76,570
|
+12%
|
|
|
13
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$186M
|
-$25.2M
|
-97,790
|
-13%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$181M
|
-$50.2M
|
-194,635
|
-23%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$170M
|
+$25.7M
|
+99,760
|
+20%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$132M
|
+$1.73M
|
+6,699
|
+1%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$114M
|
-$6.78M
|
-26,294
|
-6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$112M
|
-$5.74M
|
-22,263
|
-5%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$111M
|
+$5M
|
+19,379
|
+5%
|
|
|
20
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$108M
|
+$8.34M
|
+32,362
|
+9%
|
|
|
21
|
Avior Wealth Management
Omaha,
Nebraska
|
$101M
|
-$927K
|
-3,595
|
-1%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$88.5M
|
+$57M
|
+221,155
|
+191%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$83.6M
|
-$6.81M
|
-26,410
|
-8%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$73.2M
|
-$4.85M
|
-18,794
|
-7%
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
$73.2M
|
-$2.3M
|
-8,909
|
-3%
|
|
