|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.56B
|
+$61.8M
|
+243,670
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$3.38B
|
-$30.2M
|
-119,233
|
-0.9%
|
|
|
3
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$1.72B
|
–
|
–
|
–
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$900M
|
+$25.7M
|
+101,301
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$819M
|
+$5.71M
|
+22,522
|
+0.7%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$762M
|
+$292M
|
+1,149,356
|
+66%
|
|
|
7
|
|
$714M
|
+$2.45M
|
+9,649
|
+0.4%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$691M
|
+$38.4M
|
+151,438
|
+6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$582M
|
+$18.5M
|
+72,804
|
+3%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$559M
|
-$1.67M
|
-6,593
|
-0.3%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$427M
|
-$3.82M
|
-15,041
|
-0.9%
|
|
|
12
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$382M
|
+$7.19M
|
+28,328
|
+2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$346M
|
-$3.33M
|
-13,142
|
-1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$326M
|
-$6.28M
|
-24,756
|
-2%
|
|
|
15
|
Balentine LLC
Atlanta,
Georgia
|
$324M
|
+$49.1M
|
+193,596
|
+19%
|
|
|
16
|
Axxcess Wealth Management
Carlsbad,
California
|
$288M
|
-$3.13M
|
-12,343
|
-1%
|
|
|
17
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$288M
|
+$609K
|
+2,401
|
+0.2%
|
|
|
18
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$280M
|
+$1.42M
|
+5,616
|
+0.5%
|
|
|
19
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$274M
|
+$4.83M
|
+19,052
|
+2%
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$222M
|
-$1.37M
|
-5,416
|
-0.6%
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$218M
|
-$10.1M
|
-39,814
|
-5%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$211M
|
+$2.14M
|
+8,422
|
+1%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$204M
|
-$494K
|
-1,947
|
-0.3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$201M
|
+$15.6M
|
+61,476
|
+9%
|
|
|
25
|
Wealthquest
Cincinnati,
Ohio
|
$186M
|
+$164M
|
+646,240
|
+959%
|
|
