|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.58B
|
+$86M
|
+1,128,587
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$548M
|
+$59M
|
+774,179
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$443M
|
+$21.8M
|
+286,000
|
+5%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$420M
|
+$25M
|
+328,482
|
+6%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$413M
|
+$21.6M
|
+283,120
|
+5%
|
|
|
6
|
|
$370M
|
+$37.4M
|
+490,758
|
+11%
|
|
|
7
|
|
$370M
|
+$12.8M
|
+167,990
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$296M
|
+$13.2M
|
+172,761
|
+5%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$189M
|
+$7.4M
|
+97,219
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$188M
|
-$2.08M
|
-27,288
|
-1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$184M
|
+$36.6M
|
+480,340
|
+24%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
$178M
|
+$175M
|
+2,297,290
|
+3,278%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$145M
|
+$14.1M
|
+185,374
|
+11%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$123M
|
+$1.3M
|
+17,080
|
+1%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$110M
|
-$6.27M
|
-82,291
|
-5%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$109M
|
+$17.2M
|
+225,556
|
+18%
|
|
|
17
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$107M
|
–
|
–
|
–
|
|
|
18
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$105M
|
+$105M
|
+1,384,023
|
+12,741%
|
|
|
19
|
Efficient Advisors
Mason,
Ohio
|
$101M
|
+$2.65M
|
+34,810
|
+3%
|
|
|
20
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$92.6M
|
+$37.3M
|
+489,251
|
+66%
|
|
|
21
|
Bank of New York Mellon
New York
|
$89.2M
|
-$15.7K
|
-206
|
-0%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$87.4M
|
-$2.05M
|
-26,894
|
-2%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$74.2M
|
-$1.69M
|
-22,186
|
-2%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$73.3M
|
+$22.1M
|
+289,982
|
+42%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$72.9M
|
+$1.93M
|
+25,326
|
+3%
|
|
