|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.47B
|
+$186M
|
+557,901
|
+3%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$4.14B
|
-$74.4M
|
-222,950
|
-2%
|
|
|
3
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$2.25B
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.4B
|
+$7.76M
|
+23,274
|
+0.6%
|
|
|
5
|
Vanguard Global Advisers
Malvern,
Pennsylvania
|
$1.38B
|
+$4.32M
|
+12,938
|
+0.3%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$974M
|
-$3.39M
|
-10,151
|
-0.4%
|
|
|
7
|
|
$940M
|
+$14.6M
|
+43,879
|
+2%
|
|
|
8
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$933M
|
+$52.1M
|
+156,238
|
+6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$849M
|
-$73.4M
|
-220,096
|
-8%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$777M
|
+$52.2M
|
+156,339
|
+7%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$645M
|
+$12.1M
|
+36,279
|
+2%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$521M
|
-$5.7M
|
-17,074
|
-1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$518M
|
-$11.1M
|
-33,163
|
-2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$499M
|
+$4.43M
|
+13,287
|
+0.9%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$492M
|
+$19.9M
|
+59,791
|
+4%
|
|
|
16
|
Wealthquest
Cincinnati,
Ohio
|
$438M
|
+$10.7M
|
+32,141
|
+3%
|
|
|
17
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$350M
|
-$6.72M
|
-20,134
|
-2%
|
|
|
18
|
Axxcess Wealth Management
Carlsbad,
California
|
$349M
|
+$338M
|
+1,014,136
|
New
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$310M
|
+$18.8M
|
+56,337
|
+7%
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$286M
|
-$1.83M
|
-5,477
|
-0.7%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$273M
|
-$201K
|
-602
|
-0.1%
|
|
|
22
|
Voya Financial Advisors
Windsor,
Connecticut
|
$267M
|
+$18.6M
|
+55,710
|
+8%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$267M
|
+$10.5M
|
+31,447
|
+4%
|
|
|
24
|
Wealthfront Advisers
Palo Alto,
California
|
$252M
|
-$1.48M
|
-4,445
|
-0.6%
|
|
|
25
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$216M
|
-$4.53M
|
-13,584
|
-2%
|
|
