|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.97B
|
+$35.4M
|
+171,459
|
+1%
|
|
|
2
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$2.16B
|
–
|
–
|
–
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.62B
|
-$101M
|
-487,460
|
-6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$685M
|
+$14.9M
|
+72,174
|
+2%
|
|
|
5
|
Vanguard Group
Malvern,
Pennsylvania
|
$535M
|
+$14.8M
|
+71,820
|
+3%
|
|
|
6
|
|
$502M
|
+$7.96M
|
+38,528
|
+2%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$417M
|
-$19.2M
|
-92,683
|
-4%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$386M
|
-$4.2M
|
-20,299
|
-1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$373M
|
-$8.69M
|
-42,025
|
-2%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$360M
|
+$8.63M
|
+41,744
|
+2%
|
|
|
11
|
|
$293M
|
+$6.76M
|
+32,723
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$278M
|
-$2.26M
|
-10,953
|
-0.8%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$270M
|
+$103M
|
+497,691
|
+59%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$222M
|
+$21.8M
|
+105,670
|
+11%
|
|
|
15
|
Pathstone Family Office
Englewood,
New Jersey
|
$200M
|
-$882K
|
-4,266
|
-0.4%
|
|
|
16
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$197M
|
+$31.7M
|
+153,150
|
+19%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$176M
|
+$1.1M
|
+5,330
|
+0.6%
|
|
|
18
|
Wealthfront Advisers
Palo Alto,
California
|
$136M
|
+$12.2M
|
+58,795
|
+10%
|
|
|
19
|
SignatureFD
Atlanta,
Georgia
|
$135M
|
+$138M
|
+669,655
|
+24,701%
|
|
|
20
|
Wealthquest
Cincinnati,
Ohio
|
$132M
|
+$970K
|
+4,692
|
+0.7%
|
|
|
21
|
Charles Schwab
San Francisco,
California
|
$116M
|
+$808K
|
+3,909
|
+0.7%
|
|
|
22
|
Berman Capital Advisors
Atlanta,
Georgia
|
$108M
|
+$8.67M
|
+41,974
|
+8%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$105M
|
+$7.32M
|
+35,433
|
+7%
|
|
|
24
|
Coldstream Capital Management
Bellevue,
Washington
|
$104M
|
+$11.9M
|
+57,641
|
+10%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$95M
|
+$54.1M
|
+261,643
|
+124%
|
|
