|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.12B
|
+$57.9M
|
+213,730
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$3.26B
|
-$14.5M
|
-53,488
|
-0.4%
|
|
|
3
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$1.68B
|
–
|
–
|
–
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$894M
|
+$9.22M
|
+34,057
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$775M
|
-$17.1M
|
-63,196
|
-2%
|
|
|
6
|
|
$701M
|
-$6.34M
|
-23,398
|
-0.9%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$685M
|
+$14.3M
|
+52,878
|
+2%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$601M
|
-$158M
|
-582,019
|
-20%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$572M
|
+$2.71M
|
+10,016
|
+0.5%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$542M
|
-$1.98M
|
-7,301
|
-0.3%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$408M
|
-$5.2M
|
-19,195
|
-1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$379M
|
+$18.7M
|
+69,067
|
+5%
|
|
|
13
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$370M
|
-$3.72M
|
-13,742
|
-0.9%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$347M
|
+$13.6M
|
+50,160
|
+4%
|
|
|
15
|
Balentine LLC
Atlanta,
Georgia
|
$300M
|
-$10.2M
|
-37,513
|
-3%
|
|
|
16
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$282M
|
+$16.2M
|
+59,836
|
+6%
|
|
|
17
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$276M
|
+$12.2M
|
+45,041
|
+4%
|
|
|
18
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$271M
|
-$10.9M
|
-40,121
|
-4%
|
|
|
19
|
Axxcess Wealth Management
Carlsbad,
California
|
$268M
|
-$9.73M
|
-35,920
|
-3%
|
|
|
20
|
Wealthspire Advisors (New York)
New York
|
$223M
|
+$114M
|
+420,575
|
+94%
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$210M
|
+$8.86M
|
+32,723
|
+4%
|
|
|
22
|
Pathstone Holdings
Englewood,
New Jersey
|
$209M
|
-$12.5M
|
-46,111
|
-5%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$206M
|
+$5.59M
|
+20,638
|
+3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$201M
|
+$4.36M
|
+16,113
|
+2%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$200M
|
-$8.31M
|
-30,665
|
-4%
|
|
