|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.26B
|
-$4.29M
|
-56,386
|
-0.3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$916M
|
+$344M
|
+4,525,993
|
+59%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$621M
|
+$42M
|
+552,999
|
+7%
|
|
|
4
|
|
$578M
|
+$26.9M
|
+353,897
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$469M
|
+$5.15M
|
+67,726
|
+1%
|
|
|
6
|
|
$452M
|
+$14M
|
+184,683
|
+3%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$342M
|
+$117M
|
+1,537,319
|
+51%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$339M
|
+$50.8M
|
+668,720
|
+17%
|
|
|
9
|
True Link Financial Advisors
San Francisco,
California
|
$295M
|
+$18.7M
|
+245,701
|
+7%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$283M
|
+$10.5M
|
+137,588
|
+4%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$239M
|
+$12.6M
|
+165,797
|
+5%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
$217M
|
+$14.8M
|
+194,263
|
+7%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$199M
|
+$4.85M
|
+63,765
|
+2%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$167M
|
+$6.47M
|
+85,134
|
+4%
|
|
|
15
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$162M
|
+$19.9M
|
+262,004
|
+14%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$149M
|
+$8.94M
|
+117,562
|
+6%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$145M
|
+$70.8M
|
+930,589
|
+56%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$134M
|
+$5.98M
|
+78,672
|
+5%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$128M
|
+$7.47M
|
+98,206
|
+6%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$126M
|
-$12.9M
|
-169,121
|
-9%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$117M
|
+$2.42M
|
+31,800
|
+2%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$113M
|
+$8.56M
|
+112,638
|
+8%
|
|
|
23
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$108M
|
+$4.8M
|
+63,076
|
+5%
|
|
|
24
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$107M
|
–
|
–
|
–
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$104M
|
+$106M
|
+1,396,996
|
New
|
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