|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.57B
|
-$499M
|
-2,753,683
|
-17%
|
|
|
2
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$1.99B
|
–
|
–
|
–
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.35B
|
+$12.4M
|
+68,582
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$620M
|
-$13.8M
|
-76,075
|
-2%
|
|
|
5
|
Vanguard Group
Malvern,
Pennsylvania
|
$464M
|
-$427K
|
-2,359
|
-0.1%
|
|
|
6
|
|
$451M
|
+$50.6K
|
+279
|
+0%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$435M
|
-$28.9M
|
-159,466
|
-6%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$365M
|
-$7.57M
|
-41,798
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$341M
|
-$20M
|
-110,452
|
-6%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$319M
|
+$16.6M
|
+91,868
|
+6%
|
|
|
11
|
|
$264M
|
-$982K
|
-5,421
|
-0.4%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$197M
|
+$49.4M
|
+272,651
|
+35%
|
|
|
13
|
Pathstone Family Office
Englewood,
New Jersey
|
$188M
|
-$3.6M
|
-19,879
|
-2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$173M
|
-$12.8M
|
-70,714
|
-7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$167M
|
+$9.78M
|
+53,956
|
+6%
|
|
|
16
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$147M
|
-$1.56M
|
-8,636
|
-1%
|
|
|
17
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$145M
|
+$18.2M
|
+100,699
|
+15%
|
|
|
18
|
Voya Financial Advisors
Windsor,
Connecticut
|
$140M
|
+$3.94M
|
+21,717
|
+3%
|
|
|
19
|
Wealthquest
Cincinnati,
Ohio
|
$126M
|
+$3.16M
|
+17,433
|
+3%
|
|
|
20
|
Coldstream Capital Management
Bellevue,
Washington
|
$114M
|
-$1.57M
|
-8,649
|
-1%
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$113M
|
+$2.32M
|
+12,777
|
+2%
|
|
|
22
|
Charles Schwab
San Francisco,
California
|
$104M
|
-$68.9M
|
-379,951
|
-40%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$102M
|
-$11.8M
|
-65,062
|
-11%
|
|
|
24
|
Berman Capital Advisors
Atlanta,
Georgia
|
$87.6M
|
+$15.7M
|
+86,572
|
+22%
|
|
|
25
|
Carlson Capital Management
Northfield,
Minnesota
|
$86M
|
-$1.93M
|
-10,623
|
-2%
|
|
