|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.23B
|
+$9.34M
|
+45,868
|
+0.3%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$2.54B
|
+$65M
|
+319,165
|
+3%
|
|
|
3
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$1.28B
|
–
|
–
|
–
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$603M
|
-$541K
|
-2,657
|
-0.1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$567M
|
-$19.2M
|
-94,175
|
-3%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$484M
|
-$2.49M
|
-12,243
|
-0.5%
|
|
|
7
|
|
$472M
|
+$4.87M
|
+23,918
|
+1%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$413M
|
-$1.11M
|
-5,428
|
-0.3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$407M
|
+$5.68M
|
+27,911
|
+1%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$335M
|
-$3.71M
|
-18,225
|
-1%
|
|
|
11
|
|
$306M
|
-$121M
|
-591,747
|
-27%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$286M
|
-$6.86M
|
-33,698
|
-2%
|
|
|
13
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$264M
|
+$4.02M
|
+19,762
|
+1%
|
|
|
14
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$217M
|
+$13.1M
|
+64,514
|
+6%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$217M
|
+$3.26M
|
+16,020
|
+1%
|
|
|
16
|
Axxcess Wealth Management
Carlsbad,
California
|
$211M
|
+$220M
|
+1,080,746
|
New
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$191M
|
+$7.12M
|
+34,952
|
+4%
|
|
|
18
|
Pathstone Family Office
Englewood,
New Jersey
|
$184M
|
-$950K
|
-4,664
|
-0.5%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$177M
|
-$5.54M
|
-27,205
|
-3%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$153M
|
+$47.1M
|
+231,163
|
+42%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$150M
|
+$9.65M
|
+47,381
|
+7%
|
|
|
22
|
Wealthquest
Cincinnati,
Ohio
|
$147M
|
+$469K
|
+2,302
|
+0.3%
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
$131M
|
-$7.03M
|
-34,512
|
-5%
|
|
|
24
|
|
$123M
|
+$92.3M
|
+453,005
|
+255%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$122M
|
+$6.74M
|
+33,095
|
+6%
|
|
