|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.44B
|
+$258M
|
+825,260
|
+5%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$3.66B
|
+$14.3M
|
+45,572
|
+0.4%
|
|
|
3
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$1.96B
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.21B
|
+$576M
|
+1,841,413
|
+83%
|
|
|
5
|
Vanguard Global Advisers
Malvern,
Pennsylvania
|
$1.2B
|
+$1.25B
|
+4,004,337
|
New
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$849M
|
+$25.2M
|
+80,456
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$804M
|
-$30.7M
|
-97,969
|
-4%
|
|
|
8
|
|
$804M
|
-$10.1M
|
-32,252
|
-1%
|
|
|
9
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$764M
|
+$13.8M
|
+44,086
|
+2%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$628M
|
-$1.12M
|
-3,592
|
-0.2%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$550M
|
-$27.2M
|
-86,778
|
-5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$460M
|
+$37.1M
|
+118,681
|
+8%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$458M
|
-$4.03M
|
-12,865
|
-0.8%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$430M
|
-$3.66M
|
-11,697
|
-0.8%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$409M
|
+$17.2M
|
+54,875
|
+4%
|
|
|
16
|
Wealthquest
Cincinnati,
Ohio
|
$371M
|
+$19.7M
|
+62,854
|
+5%
|
|
|
17
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$338M
|
-$19.9M
|
-63,684
|
-6%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$252M
|
+$12.1M
|
+38,772
|
+5%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$250M
|
+$25.3M
|
+80,853
|
+11%
|
|
|
20
|
Wealthspire Advisors (New York)
New York
|
$241M
|
+$82.1M
|
+262,452
|
+48%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$237M
|
-$6.65M
|
-21,243
|
-3%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$229M
|
+$8.97M
|
+28,668
|
+4%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$223M
|
-$5.61M
|
-17,925
|
-2%
|
|
|
24
|
Wealthfront Advisers
Palo Alto,
California
|
$221M
|
+$6.49M
|
+20,753
|
+3%
|
|
|
25
|
Voya Financial Advisors
Windsor,
Connecticut
|
$212M
|
+$9.59M
|
+30,639
|
+4%
|
|
