|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.82B
|
+$43.3M
|
+221,980
|
+2%
|
|
|
2
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$2.16B
|
–
|
–
|
–
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.72B
|
+$254M
|
+1,299,350
|
+18%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$670M
|
-$1.89M
|
-9,675
|
-0.3%
|
|
|
5
|
Vanguard Group
Malvern,
Pennsylvania
|
$520M
|
+$17.3M
|
+88,729
|
+4%
|
|
|
6
|
|
$494M
|
+$4.52M
|
+23,182
|
+1%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$435M
|
-$35.7M
|
-182,863
|
-8%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$390M
|
-$5.86M
|
-30,000
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$381M
|
+$11.3M
|
+57,692
|
+3%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$352M
|
+$6.24M
|
+31,979
|
+2%
|
|
|
11
|
|
$286M
|
+$702K
|
+3,598
|
+0.3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$280M
|
+$165M
|
+843,500
|
+153%
|
|
|
13
|
Pathstone Family Office
Englewood,
New Jersey
|
$201M
|
-$2.58M
|
-13,244
|
-1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$201M
|
+$12.7M
|
+65,076
|
+7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$175M
|
-$5.86M
|
-30,042
|
-3%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$170M
|
-$42.3M
|
-216,489
|
-20%
|
|
|
17
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$166M
|
+$9.23M
|
+47,268
|
+6%
|
|
|
18
|
Wealthquest
Cincinnati,
Ohio
|
$131M
|
-$5.09M
|
-26,072
|
-4%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$124M
|
+$1M
|
+5,144
|
+0.8%
|
|
|
20
|
Coldstream Capital Management
Bellevue,
Washington
|
$120M
|
-$2.54M
|
-12,997
|
-2%
|
|
|
21
|
Charles Schwab
San Francisco,
California
|
$115M
|
+$2.17M
|
+11,138
|
+2%
|
|
|
22
|
Berman Capital Advisors
Atlanta,
Georgia
|
$99.9M
|
+$4.9M
|
+25,085
|
+5%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$98.2M
|
+$7.66M
|
+39,250
|
+9%
|
|
|
24
|
Carlson Capital Management
Northfield,
Minnesota
|
$90.8M
|
-$2.36M
|
-12,075
|
-3%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$83.7M
|
-$2.2M
|
-11,267
|
-3%
|
|
