|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.03B
|
+$33M
|
+144,384
|
+0.9%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$3.08B
|
-$37.7M
|
-164,660
|
-1%
|
|
|
3
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$1.57B
|
–
|
–
|
–
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$765M
|
+$28.7M
|
+125,284
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$761M
|
+$2.55M
|
+11,133
|
+0.4%
|
|
|
6
|
|
$638M
|
+$2.55M
|
+11,142
|
+0.4%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$600M
|
-$6.34M
|
-27,699
|
-1%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$511M
|
+$7.67M
|
+33,521
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$511M
|
-$1.42M
|
-6,209
|
-0.3%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$396M
|
-$4.9M
|
-21,410
|
-1%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$352M
|
+$205M
|
+897,584
|
+158%
|
|
|
12
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$337M
|
+$13.9M
|
+60,770
|
+5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$326M
|
-$17.9M
|
-78,385
|
-5%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$300M
|
+$4.75M
|
+20,756
|
+2%
|
|
|
15
|
Axxcess Wealth Management
Carlsbad,
California
|
$266M
|
-$1.71M
|
-7,487
|
-0.7%
|
|
|
16
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$263M
|
-$2.03M
|
-8,889
|
-0.8%
|
|
|
17
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$256M
|
+$135M
|
+589,319
|
+123%
|
|
|
18
|
Balentine LLC
Atlanta,
Georgia
|
$250M
|
+$239M
|
+1,043,016
|
New
|
|
|
19
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$245M
|
+$7.48M
|
+32,686
|
+3%
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$211M
|
-$6.64M
|
-29,010
|
-3%
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$205M
|
-$5.06M
|
-22,120
|
-3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$187M
|
-$7.96M
|
-34,783
|
-4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$167M
|
-$5.04M
|
-22,042
|
-3%
|
|
|
24
|
Wealthquest
Cincinnati,
Ohio
|
$167M
|
-$12.6M
|
-54,993
|
-7%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$165M
|
+$4.18M
|
+18,258
|
+3%
|
|
