|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.26B
|
+$2.1B
|
+33,436,108
|
+544%
|
|
|
2
|
|
$335M
|
+$25.6M
|
+408,717
|
+7%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$309M
|
-$13.8M
|
-219,804
|
-4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$209M
|
+$23.8M
|
+379,548
|
+12%
|
|
|
5
|
|
$147M
|
+$3.63M
|
+57,839
|
+2%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$124M
|
-$11.3M
|
-180,492
|
-8%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$108M
|
+$19.1M
|
+303,844
|
+19%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$97.3M
|
+$4.28M
|
+68,290
|
+4%
|
|
|
9
|
Wharton Business Group
Malvern,
Pennsylvania
|
$91.6M
|
+$11.6M
|
+184,430
|
+13%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$91.3M
|
-$9.27M
|
-147,850
|
-8%
|
|
|
11
|
Securian Asset Management
St Paul,
Minnesota
|
$83.5M
|
+$3.56M
|
+56,815
|
+4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$67.6M
|
-$4.87M
|
-77,679
|
-6%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$64.4M
|
-$82.7K
|
-1,319
|
-0.1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$63.8M
|
-$3.73M
|
-59,415
|
-5%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$56.2M
|
-$5.82M
|
-92,803
|
-9%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$43.2M
|
-$8.72M
|
-139,104
|
-16%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$34.1M
|
-$7.99M
|
-127,435
|
-18%
|
|
|
18
|
Aspiriant LLC
Los Angeles,
California
|
$32.9M
|
+$25.2M
|
+401,850
|
+229%
|
|
|
19
|
AllianceBernstein
Nashville,
Tennessee
|
$29.8M
|
+$4.7M
|
+75,020
|
+17%
|
|
|
20
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$29.5M
|
+$702K
|
+11,196
|
+2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29M
|
-$5.54M
|
-88,326
|
-15%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29M
|
-$934K
|
-14,895
|
-3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.2M
|
-$8.62M
|
-137,461
|
-22%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.9M
|
-$2.56M
|
-40,758
|
-8%
|
|
|
25
|
Insight Wealth Strategies
San Ramon,
California
|
$23.3M
|
–
|
–
|
–
|
|
