|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.28B
|
+$56.4M
|
+398,482
|
+3%
|
|
|
2
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$1.57B
|
–
|
–
|
–
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$681M
|
-$7.57M
|
-53,539
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$579M
|
+$11.8M
|
+83,739
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$490M
|
-$4.46M
|
-31,554
|
-0.9%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$456M
|
-$5.99M
|
-42,339
|
-1%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$344M
|
+$699K
|
+4,940
|
+0.2%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$339M
|
-$5.84M
|
-41,298
|
-2%
|
|
|
9
|
|
$326M
|
-$17.8M
|
-125,621
|
-5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$138M
|
+$8.64M
|
+61,090
|
+7%
|
|
|
11
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$121M
|
-$883K
|
-6,241
|
-0.8%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$116M
|
+$3.3M
|
+23,316
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$100M
|
+$2.6M
|
+18,401
|
+3%
|
|
|
14
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$97.1M
|
+$13.4M
|
+94,864
|
+17%
|
|
|
15
|
Voya Financial Advisors
Windsor,
Connecticut
|
$92.1M
|
+$5.62M
|
+39,747
|
+7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.4M
|
+$11.1M
|
+78,422
|
+15%
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
$89M
|
-$2.97M
|
-21,028
|
-3%
|
|
|
18
|
Carlson Capital Management
Northfield,
Minnesota
|
$76.9M
|
-$2.22M
|
-15,687
|
-3%
|
|
|
19
|
Catalyst Capital Advisors
Huntington,
New York
|
$76.6M
|
–
|
–
|
–
|
|
|
20
|
Millburn Ridgefield Corp
New York
|
$76.6M
|
–
|
–
|
–
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$62.6M
|
-$1.69M
|
-11,923
|
-3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$61M
|
-$791K
|
-5,588
|
-1%
|
|
|
23
|
Baker Avenue Asset Management
San Francisco,
California
|
$60.8M
|
+$7.66M
|
+54,147
|
+15%
|
|
|
24
|
Ballentine Partners
Waltham,
Massachusetts
|
$60M
|
-$459K
|
-3,248
|
-0.8%
|
|
|
25
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$60M
|
+$57.4M
|
+405,834
|
New
|
|
