|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.29B
|
-$400M
|
-1,474,630
|
-8%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$3.43B
|
-$29.4M
|
-108,548
|
-0.8%
|
|
|
3
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$1.76B
|
–
|
–
|
–
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$929M
|
+$7.47M
|
+27,550
|
+0.8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$831M
|
-$8.47M
|
-31,276
|
-1%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$788M
|
+$7.14M
|
+26,341
|
+0.9%
|
|
|
7
|
|
$741M
|
+$9.81M
|
+36,187
|
+1%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$704M
|
-$3.48M
|
-12,828
|
-0.5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$597M
|
+$1.54M
|
+5,665
|
+0.3%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$571M
|
-$2.01M
|
-7,408
|
-0.3%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$433M
|
-$4.3M
|
-15,884
|
-1%
|
|
|
12
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$391M
|
+$490K
|
+1,809
|
+0.1%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$379M
|
+$45.8M
|
+169,128
|
+14%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$351M
|
-$3.16M
|
-11,652
|
-0.9%
|
|
|
15
|
Balentine LLC
Atlanta,
Georgia
|
$325M
|
-$6.35M
|
-23,446
|
-2%
|
|
|
16
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$296M
|
-$2.55M
|
-9,410
|
-0.9%
|
|
|
17
|
Axxcess Wealth Management
Carlsbad,
California
|
$291M
|
-$3.95M
|
-14,590
|
-1%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$280M
|
-$340K
|
-1,254
|
-0.1%
|
|
|
19
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$278M
|
-$9.23M
|
-34,060
|
-3%
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$231M
|
+$4.02M
|
+14,828
|
+2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$218M
|
+$1.57M
|
+5,812
|
+0.7%
|
|
|
22
|
Wealthfront Advisers
Palo Alto,
California
|
$212M
|
-$11.8M
|
-43,679
|
-5%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$210M
|
+$1.46M
|
+5,396
|
+0.7%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$207M
|
+$159K
|
+586
|
+0.1%
|
|
|
25
|
Wealthquest
Cincinnati,
Ohio
|
$194M
|
+$1.33M
|
+4,909
|
+0.7%
|
|
