|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.31B
|
+$159M
|
+536,162
|
+3%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$3.82B
|
-$58.3M
|
-196,889
|
-2%
|
|
|
3
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$2.01B
|
–
|
–
|
–
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.13B
|
+$25.2M
|
+85,089
|
+2%
|
|
|
5
|
|
$872M
|
+$988K
|
+3,337
|
+0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$868M
|
-$31.6M
|
-106,595
|
-4%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$845M
|
-$9.31M
|
-31,428
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$695M
|
+$47.4K
|
+160
|
+0%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$648M
|
-$5.12M
|
-17,308
|
-0.8%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$597M
|
-$1.52M
|
-5,118
|
-0.3%
|
|
|
11
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$494M
|
-$2.12M
|
-7,153
|
-0.4%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$479M
|
-$2.88M
|
-9,726
|
-0.6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$473M
|
+$4.38M
|
+14,804
|
+1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$443M
|
-$31.2M
|
-105,490
|
-7%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$402M
|
+$6.58M
|
+22,209
|
+2%
|
|
|
16
|
Wealthquest
Cincinnati,
Ohio
|
$364M
|
+$137M
|
+462,228
|
+64%
|
|
|
17
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$347M
|
+$942K
|
+3,182
|
+0.3%
|
|
|
18
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$323M
|
+$93.3K
|
+315
|
+0%
|
|
|
19
|
Axxcess Wealth Management
Carlsbad,
California
|
$323M
|
+$2.01M
|
+6,801
|
+0.7%
|
|
|
20
|
Wealthspire Advisors (New York)
New York
|
$320M
|
-$16.6M
|
-55,906
|
-5%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$258M
|
+$10.9M
|
+36,715
|
+5%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$243M
|
-$213K
|
-721
|
-0.1%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$242M
|
-$6.08M
|
-20,525
|
-3%
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
$241M
|
-$5.05M
|
-17,041
|
-2%
|
|
|
25
|
JFG Wealth Management
Denver,
Colorado
|
$236M
|
+$2.41M
|
+8,146
|
+1%
|
|
