|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.34B
|
+$32M
|
+167,107
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$2.57B
|
+$19.4M
|
+100,975
|
+0.8%
|
|
|
3
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$1.33B
|
–
|
–
|
–
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$625M
|
+$6.5M
|
+33,920
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$607M
|
+$4.97M
|
+25,924
|
+0.9%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$504M
|
+$3.22M
|
+16,787
|
+0.7%
|
|
|
7
|
|
$485M
|
-$440K
|
-2,294
|
-0.1%
|
|
|
8
|
|
$437M
|
+$11.8M
|
+61,747
|
+3%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$429M
|
-$1.12M
|
-5,835
|
-0.3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$416M
|
-$4.9M
|
-25,554
|
-1%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$350M
|
-$6.28M
|
-32,738
|
-2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$303M
|
-$5.3B
|
-27,675,948
|
-95%
|
|
|
13
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$270M
|
+$6.19M
|
+32,302
|
+2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$221M
|
+$9.2M
|
+47,975
|
+5%
|
|
|
15
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$210M
|
+$38.5K
|
+201
|
+0%
|
|
|
16
|
Pathstone Family Office
Englewood,
New Jersey
|
$191M
|
-$8.77M
|
-45,769
|
-5%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$190M
|
+$6.98M
|
+36,397
|
+4%
|
|
|
18
|
Wealthfront Advisers
Palo Alto,
California
|
$189M
|
-$6.97M
|
-36,363
|
-4%
|
|
|
19
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$154M
|
+$5.92M
|
+30,864
|
+4%
|
|
|
20
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$154M
|
+$5.92M
|
+30,864
|
+4%
|
|
|
21
|
Wealthquest
Cincinnati,
Ohio
|
$152M
|
-$2.02M
|
-10,541
|
-1%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$146M
|
-$55.9M
|
-291,800
|
-29%
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
$143M
|
+$4.87M
|
+25,391
|
+4%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$120M
|
-$3.14M
|
-16,400
|
-3%
|
|
|
25
|
Coldstream Capital Management
Bellevue,
Washington
|
$119M
|
-$8.59M
|
-44,810
|
-7%
|
|
