|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24B
|
+$969K
|
+13,039
|
+0.1%
|
|
|
2
|
|
$648M
|
+$34.1M
|
+459,026
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$577M
|
-$25.5M
|
-342,595
|
-4%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$527M
|
+$57.2M
|
+770,007
|
+12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$471M
|
+$53.5M
|
+719,583
|
+13%
|
|
|
6
|
|
$385M
|
+$8.61M
|
+115,820
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$279M
|
-$345K
|
-4,646
|
-0.1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$221M
|
+$5.82M
|
+78,262
|
+3%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$219M
|
+$11.1M
|
+149,654
|
+5%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$219M
|
+$21.4M
|
+288,111
|
+11%
|
|
|
11
|
True Link Financial Advisors
San Francisco,
California
|
$211M
|
+$8.43M
|
+113,418
|
+4%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$198M
|
+$5.35M
|
+72,011
|
+3%
|
|
|
13
|
EP Wealth Advisors
Torrance,
California
|
$164M
|
+$44M
|
+592,113
|
+37%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$158M
|
-$899K
|
-12,101
|
-0.6%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$150M
|
+$1.48M
|
+19,909
|
+1%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$141M
|
+$212K
|
+2,850
|
+0.2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$134M
|
-$2.87M
|
-38,607
|
-2%
|
|
|
18
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$131M
|
+$20.9M
|
+281,371
|
+19%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123M
|
-$8.28M
|
-111,403
|
-6%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$121M
|
+$12M
|
+161,837
|
+11%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$107M
|
+$17.1M
|
+230,179
|
+19%
|
|
|
22
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$107M
|
–
|
–
|
–
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$96.2M
|
+$5.12M
|
+68,838
|
+6%
|
|
|
24
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$95.8M
|
+$95.1M
|
+1,279,259
|
New
|
|
|
25
|
Efficient Advisors
Mason,
Ohio
|
$92.8M
|
+$3.82M
|
+51,422
|
+4%
|
|
