|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24B
|
+$30M
|
+397,945
|
+2%
|
|
|
2
|
|
$618M
|
-$290M
|
-3,853,305
|
-32%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$607M
|
+$29.8M
|
+395,813
|
+5%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$473M
|
+$10.3M
|
+136,394
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$420M
|
-$114M
|
-1,507,011
|
-21%
|
|
|
6
|
|
$379M
|
-$9.91M
|
-131,430
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$281M
|
-$15.5M
|
-205,240
|
-5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$217M
|
+$19.7M
|
+261,203
|
+10%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$210M
|
+$37.5M
|
+497,262
|
+22%
|
|
|
10
|
True Link Financial Advisors
San Francisco,
California
|
$204M
|
+$53.8M
|
+713,168
|
+36%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$199M
|
-$1.25M
|
-16,636
|
-0.6%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$194M
|
+$399K
|
+5,296
|
+0.2%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$160M
|
-$3.26M
|
-43,272
|
-2%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$149M
|
-$15.8M
|
-209,604
|
-10%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$141M
|
+$7.12M
|
+94,480
|
+5%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$138M
|
+$17M
|
+225,857
|
+14%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$132M
|
+$1.73M
|
+22,994
|
+1%
|
|
|
18
|
EP Wealth Advisors
Torrance,
California
|
$121M
|
+$39.3M
|
+520,787
|
+48%
|
|
|
19
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$110M
|
+$18.9M
|
+250,243
|
+21%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$110M
|
-$52.6M
|
-698,366
|
-32%
|
|
|
21
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$108M
|
–
|
–
|
–
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$91.6M
|
+$1.58M
|
+20,998
|
+2%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$90.5M
|
+$3.82M
|
+50,714
|
+4%
|
|
|
24
|
Bank of New York Mellon
New York
|
$90.5M
|
+$3.23M
|
+42,904
|
+4%
|
|
|
25
|
Efficient Advisors
Mason,
Ohio
|
$89.6M
|
+$1.83M
|
+24,329
|
+2%
|
|
