|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.33B
|
+$31.1M
|
+403,683
|
+2%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$607M
|
+$55M
|
+713,176
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$606M
|
+$1.59M
|
+20,579
|
+0.3%
|
|
|
4
|
|
$578M
|
-$98.3M
|
-1,274,685
|
-15%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$487M
|
-$5.93M
|
-76,975
|
-1%
|
|
|
6
|
|
$460M
|
+$56.2M
|
+728,304
|
+14%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$303M
|
+$10.8M
|
+139,780
|
+4%
|
|
|
8
|
True Link Financial Advisors
San Francisco,
California
|
$291M
|
+$69M
|
+894,519
|
+32%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$286M
|
+$53.3M
|
+690,850
|
+23%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$238M
|
+$65.1M
|
+844,917
|
+39%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$238M
|
+$8.29M
|
+107,579
|
+4%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
$213M
|
-$14.1M
|
-182,847
|
-6%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$204M
|
-$3.64M
|
-47,211
|
-2%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$169M
|
+$2.97M
|
+38,555
|
+2%
|
|
|
15
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$149M
|
+$12M
|
+155,482
|
+9%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$147M
|
+$23.5K
|
+305
|
+0%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$146M
|
-$11M
|
-142,389
|
-7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$135M
|
+$5.68M
|
+73,645
|
+4%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$131M
|
+$3.72M
|
+48,261
|
+3%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$126M
|
+$46.1M
|
+597,770
|
+59%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$121M
|
+$8.39M
|
+108,850
|
+8%
|
|
|
22
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$112M
|
–
|
–
|
–
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$110M
|
+$8.64M
|
+112,036
|
+9%
|
|
|
24
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$108M
|
+$7.44M
|
+96,482
|
+8%
|
|
|
25
|
Bank of New York Mellon
New York
|
$99.5M
|
+$3.33M
|
+43,176
|
+4%
|
|
