|
1
|
|
$830M
|
+$12.4M
|
+43,368
|
+1%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$619M
|
+$17.6M
|
+61,388
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$587M
|
+$50.2M
|
+175,387
|
+9%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$496M
|
-$56.2M
|
-196,531
|
-10%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$451M
|
+$11.5M
|
+40,251
|
+3%
|
|
|
6
|
EP Wealth Advisors
Torrance,
California
|
$392M
|
+$402M
|
+1,405,344
|
New
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$308M
|
-$3.38M
|
-11,797
|
-1%
|
|
|
8
|
Truepoint Inc
Cincinnati,
Ohio
|
$298M
|
+$7.37M
|
+25,761
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$296M
|
-$2.99M
|
-10,431
|
-1%
|
|
|
10
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$275M
|
+$13.7M
|
+47,735
|
+5%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$252M
|
+$46.8M
|
+163,438
|
+22%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$246M
|
+$21.9M
|
+76,421
|
+9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$245M
|
+$15.9M
|
+55,656
|
+7%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$189M
|
+$7.08M
|
+24,728
|
+4%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$188M
|
+$14.7M
|
+51,255
|
+8%
|
|
|
16
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$171M
|
-$3.52M
|
-12,302
|
-2%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$155M
|
+$31.1M
|
+108,818
|
+24%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$141M
|
+$6.58M
|
+22,982
|
+5%
|
|
|
19
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$127M
|
+$2.01M
|
+7,008
|
+2%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$118M
|
-$804K
|
-2,811
|
-0.7%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$102M
|
+$17.2M
|
+60,230
|
+20%
|
|
|
22
|
Avior Wealth Management
Omaha,
Nebraska
|
$97.4M
|
+$1.59M
|
+5,566
|
+2%
|
|
|
23
|
Align Financial
Hermantown,
Minnesota
|
$96.6M
|
+$27.6M
|
+96,582
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$92.8M
|
-$7.07M
|
-24,694
|
-7%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$78.7M
|
+$6.44M
|
+22,508
|
+9%
|
|
