|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.78B
|
+$173M
|
+657,407
|
+4%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$3.59B
|
-$22.8M
|
-86,346
|
-0.7%
|
|
|
3
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$1.87B
|
–
|
–
|
–
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.03B
|
+$30.2M
|
+114,678
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$835M
|
-$23.7M
|
-89,763
|
-3%
|
|
|
6
|
|
$807M
|
+$27M
|
+102,501
|
+4%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$792M
|
+$29.8M
|
+113,224
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$644M
|
+$8.52M
|
+32,332
|
+1%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$606M
|
+$3.64M
|
+13,798
|
+0.7%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$555M
|
-$104M
|
-396,146
|
-17%
|
|
|
11
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$460M
|
+$45.6M
|
+173,152
|
+12%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$447M
|
-$5.74M
|
-21,802
|
-1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$441M
|
+$51M
|
+193,655
|
+14%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$434M
|
+$11.9M
|
+45,172
|
+3%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$366M
|
+$48.4M
|
+183,713
|
+17%
|
|
|
16
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$320M
|
+$12.5M
|
+47,544
|
+4%
|
|
|
17
|
Wealthspire Advisors (New York)
New York
|
$313M
|
+$59.9M
|
+227,460
|
+26%
|
|
|
18
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$299M
|
+$1.21M
|
+4,584
|
+0.4%
|
|
|
19
|
Axxcess Wealth Management
Carlsbad,
California
|
$297M
|
-$610K
|
-2,314
|
-0.2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$230M
|
+$1.82M
|
+6,904
|
+0.9%
|
|
|
21
|
Pathstone Holdings
Englewood,
New Jersey
|
$229M
|
-$2.89M
|
-10,972
|
-1%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$228M
|
+$6.12M
|
+23,212
|
+3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$225M
|
+$1.92M
|
+7,280
|
+0.9%
|
|
|
24
|
Wealthfront Advisers
Palo Alto,
California
|
$225M
|
-$8.33M
|
-31,601
|
-4%
|
|
|
25
|
JFG Wealth Management
Denver,
Colorado
|
$216M
|
+$9.69M
|
+36,783
|
+5%
|
|
