|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.04B
|
+$165M
|
+3,239,944
|
+19%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$304M
|
-$9.8M
|
-192,230
|
-3%
|
|
|
3
|
American Family Investments
Madison,
Wisconsin
|
$195M
|
+$49.6M
|
+974,000
|
+34%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$176M
|
+$13.5M
|
+264,550
|
+8%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$108M
|
+$5.38M
|
+105,582
|
+5%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$93.7M
|
-$713K
|
-13,985
|
-0.7%
|
|
|
7
|
|
$68M
|
+$3.01M
|
+59,113
|
+5%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$64.2M
|
-$1.76M
|
-34,597
|
-3%
|
|
|
9
|
Forum Financial Management
Lombard,
Illinois
|
$63.9M
|
+$1.09M
|
+21,471
|
+2%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$58.4M
|
-$4.13M
|
-80,959
|
-7%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43.4M
|
-$1.6M
|
-31,480
|
-4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$42M
|
-$545K
|
-10,694
|
-1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$40.6M
|
-$297K
|
-5,834
|
-0.7%
|
|
|
14
|
|
$39M
|
-$44.2M
|
-867,462
|
-53%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$32.1M
|
-$94.7M
|
-1,858,783
|
-74%
|
|
|
16
|
Regions Financial Corp
Birmingham,
Alabama
|
$26.8M
|
+$355K
|
+6,967
|
+1%
|
|
|
17
|
TIAA-CREF Individual & Institutional Services
New York
|
$25M
|
+$25.4M
|
+499,214
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$22.1M
|
+$3.59M
|
+70,337
|
+19%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.4M
|
-$2.7M
|
-52,898
|
-11%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$20.4M
|
+$8.67M
|
+170,056
|
+72%
|
|
|
21
|
American Century Companies
Kansas City,
Missouri
|
$20.2M
|
+$11.4M
|
+223,300
|
+125%
|
|
|
22
|
Prudential Financial
Newark,
New Jersey
|
$18.9M
|
-$5.25M
|
-103,000
|
-21%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$15.1M
|
-$902K
|
-17,694
|
-6%
|
|
|
24
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$14.8M
|
-$303K
|
-5,936
|
-2%
|
|
|
25
|
Westwood Holdings Group
Dallas,
Texas
|
$14M
|
+$1.18M
|
+23,143
|
+9%
|
|
