|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.05B
|
+$31.2M
|
+171,296
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$2.35B
|
-$18.8M
|
-103,094
|
-0.8%
|
|
|
3
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$1.22B
|
–
|
–
|
–
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$793M
|
+$575M
|
+3,159,351
|
+15,955%
|
|
|
5
|
Vanguard Group
Malvern,
Pennsylvania
|
$570M
|
-$7.76M
|
-42,630
|
-1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$554M
|
-$30.2M
|
-165,800
|
-5%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$461M
|
-$9.23M
|
-50,697
|
-2%
|
|
|
8
|
|
$447M
|
-$4.43M
|
-24,311
|
-1%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$396M
|
+$3.13M
|
+17,208
|
+0.8%
|
|
|
10
|
|
$391M
|
+$9.67M
|
+53,100
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$388M
|
-$95K
|
-522
|
-0%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$329M
|
-$5.55M
|
-30,468
|
-2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$254M
|
+$5.07B
|
+27,869,272
|
+2,139%
|
|
|
14
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$243M
|
+$7.49M
|
+41,130
|
+3%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$195M
|
+$10.5M
|
+57,677
|
+6%
|
|
|
16
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$190M
|
+$3.13M
|
+17,206
|
+2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$189M
|
-$3.69M
|
-20,278
|
-2%
|
|
|
18
|
Pathstone Family Office
Englewood,
New Jersey
|
$184M
|
-$4.3M
|
-23,625
|
-2%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$181M
|
-$3.96M
|
-21,731
|
-2%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$169M
|
+$16.9M
|
+92,708
|
+11%
|
|
|
21
|
Wealthquest
Cincinnati,
Ohio
|
$142M
|
-$569K
|
-3,123
|
-0.4%
|
|
|
22
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$136M
|
+$17.5M
|
+95,898
|
+15%
|
|
|
23
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$136M
|
+$131M
|
+719,246
|
+6,932%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$134M
|
+$40.4M
|
+221,708
|
+45%
|
|
|
25
|
Cresset Asset Management
Chicago,
Illinois
|
$127M
|
-$3.53M
|
-19,390
|
-3%
|
|
