|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.28B
|
+$81.4M
|
+338,808
|
+2%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$3.23B
|
+$30.8M
|
+128,121
|
+1%
|
|
|
3
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$1.63B
|
–
|
–
|
–
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$828M
|
+$30.1M
|
+125,235
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$771M
|
-$20.9M
|
-86,882
|
-3%
|
|
|
6
|
|
$675M
|
+$10.2M
|
+42,479
|
+2%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$617M
|
-$6.88M
|
-28,635
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$533M
|
+$999K
|
+4,157
|
+0.2%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$532M
|
-$318K
|
-1,324
|
-0.1%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$436M
|
+$67.1M
|
+279,496
|
+19%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$409M
|
-$3.33M
|
-13,877
|
-0.8%
|
|
|
12
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$355M
|
+$4.16M
|
+17,315
|
+1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$331M
|
-$8.54M
|
-35,570
|
-3%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$315M
|
+$2.55M
|
+10,632
|
+0.8%
|
|
|
15
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$278M
|
-$3.52M
|
-14,655
|
-1%
|
|
|
16
|
Axxcess Wealth Management
Carlsbad,
California
|
$276M
|
-$317K
|
-1,319
|
-0.1%
|
|
|
17
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$264M
|
-$2.49M
|
-10,372
|
-1%
|
|
|
18
|
Balentine LLC
Atlanta,
Georgia
|
$259M
|
-$1.73M
|
-7,199
|
-0.7%
|
|
|
19
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$255M
|
-$653K
|
-2,719
|
-0.3%
|
|
|
20
|
Wealthfront Advisers
Palo Alto,
California
|
$217M
|
+$3.41M
|
+14,185
|
+2%
|
|
|
21
|
Pathstone Holdings
Englewood,
New Jersey
|
$212M
|
-$7.26M
|
-30,244
|
-3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$198M
|
+$3.76M
|
+15,649
|
+2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$194M
|
+$20.8M
|
+86,462
|
+13%
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$190M
|
+$92M
|
+383,190
|
+102%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$176M
|
+$1.74M
|
+7,248
|
+1%
|
|
