|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.23B
|
-$108M
|
-1,468,874
|
-8%
|
|
|
2
|
|
$920M
|
+$501M
|
+6,843,422
|
+132%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$585M
|
-$27.5M
|
-375,348
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$540M
|
+$119M
|
+1,625,735
|
+30%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$468M
|
+$13.8M
|
+188,865
|
+3%
|
|
|
6
|
|
$394M
|
+$11.7M
|
+159,126
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$301M
|
-$9.12M
|
-124,532
|
-3%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$201M
|
+$8.73M
|
+119,258
|
+5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$200M
|
+$16.4M
|
+223,958
|
+9%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$196M
|
-$160M
|
-2,187,683
|
-46%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$174M
|
-$27.2M
|
-371,065
|
-14%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$167M
|
+$15.6M
|
+212,682
|
+11%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$166M
|
+$339K
|
+4,623
|
+0.2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$165M
|
-$32.3M
|
-440,659
|
-17%
|
|
|
15
|
True Link Financial Advisors
San Francisco,
California
|
$152M
|
+$51.7M
|
+706,134
|
+55%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$136M
|
+$3.61M
|
+49,348
|
+3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$132M
|
-$2.43M
|
-33,203
|
-2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$122M
|
-$11.9M
|
-162,371
|
-9%
|
|
|
19
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$109M
|
–
|
–
|
–
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$92.8M
|
+$26.4M
|
+360,926
|
+42%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$91.2M
|
+$2.56M
|
+34,980
|
+3%
|
|
|
22
|
Efficient Advisors
Mason,
Ohio
|
$88.9M
|
-$17.6M
|
-240,984
|
-17%
|
|
|
23
|
Bank of New York Mellon
New York
|
$88.4M
|
-$761K
|
-10,389
|
-0.9%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$87.8M
|
+$9.43M
|
+128,703
|
+13%
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$82.5M
|
+$39.6M
|
+540,234
|
+100%
|
|
