Total Assets EOY 2021: $13,130,277,888
Growth in Assets: $4,175,700,992
Total Assets EOY 2020: $8,954,576,896
Total Accounts EOY 2021: 7,818
Total Accounts EOY 2020: 6,448
Location: Rockford, IL
Note: Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.
For details on how firms qualified for this list, please see our METHODOLOGY.