|
1
|
|
$6.25B
|
+$1.96B
|
+26,134,058
|
+43%
|
|
|
2
|
|
$4.09B
|
+$98.4M
|
+1,315,590
|
+2%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.85B
|
+$66.7M
|
+891,641
|
+2%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.05B
|
-$32.5M
|
-433,952
|
-1%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$2.66B
|
+$212M
|
+2,833,467
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.22B
|
+$6.13M
|
+81,917
|
+0.3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.54B
|
-$24.2M
|
-322,729
|
-1%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$1.45B
|
-$5.55M
|
-74,186
|
-0.4%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.39B
|
+$59.1M
|
+789,862
|
+4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.22B
|
-$37.8M
|
-504,543
|
-3%
|
|
|
11
|
|
$1.02B
|
+$9.33M
|
+124,668
|
+0.9%
|
|
|
12
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$1.01B
|
+$45.3M
|
+605,778
|
+4%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$985M
|
+$339M
|
+4,526,904
|
+49%
|
|
|
14
|
Vanguard Group
Malvern,
Pennsylvania
|
$917M
|
+$6.07M
|
+81,151
|
+0.6%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$719M
|
+$59M
|
+789,043
|
+8%
|
|
|
16
|
Morningstar Investment Services
Chicago,
Illinois
|
$651M
|
-$47.6M
|
-636,684
|
-6%
|
|
|
17
|
Bank of New York Mellon
New York
|
$568M
|
+$16.2M
|
+216,598
|
+3%
|
|
|
18
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$390M
|
+$16.3M
|
+217,949
|
+4%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$374M
|
-$38.9M
|
-519,162
|
-9%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$339M
|
+$2.74M
|
+36,663
|
+0.8%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$289M
|
-$116M
|
-1,554,961
|
-28%
|
|
|
22
|
State Street
Boston,
Massachusetts
|
$261M
|
+$18.7M
|
+250,045
|
+7%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$250M
|
-$7.73M
|
-103,249
|
-3%
|
|
|
24
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$227M
|
-$123M
|
-1,639,099
|
-34%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$225M
|
+$73.6M
|
+983,378
|
+45%
|
|
