|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.4B
|
+$510M
|
+9,470,474
|
+6%
|
|
|
2
|
|
$5.02B
|
+$199M
|
+3,688,591
|
+4%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$3.91B
|
+$97.3M
|
+1,807,000
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.73B
|
+$123M
|
+2,285,025
|
+5%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$2.13B
|
+$22.3M
|
+415,189
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.12B
|
+$604M
|
+11,221,009
|
+40%
|
|
|
7
|
|
$1.98B
|
+$218M
|
+4,054,609
|
+12%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.98B
|
-$358M
|
-6,643,707
|
-15%
|
|
|
9
|
|
$1.93B
|
-$224M
|
-4,159,960
|
-10%
|
|
|
10
|
|
$1.92B
|
+$158M
|
+2,930,348
|
+9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.86B
|
+$530M
|
+9,838,872
|
+40%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$1.46B
|
+$78M
|
+1,448,441
|
+6%
|
|
|
13
|
Bridgewater Associates
Westport,
Connecticut
|
$1.02B
|
+$69.9M
|
+1,298,049
|
+7%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$995M
|
-$17.9M
|
-331,649
|
-2%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$987M
|
+$41.6M
|
+773,487
|
+4%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$968M
|
+$18.7M
|
+347,728
|
+2%
|
|
|
17
|
|
$945M
|
-$35.7M
|
-662,500
|
-4%
|
|
|
18
|
WIT LLC
District Of Columbia,
District of Columbia
|
$890M
|
-$85.9M
|
-1,596,532
|
-9%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$822M
|
-$33.8M
|
-627,221
|
-4%
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$764M
|
-$216M
|
-4,018,492
|
-22%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$664M
|
+$22.4M
|
+415,381
|
+3%
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$533M
|
-$60.1M
|
-1,115,889
|
-10%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$489M
|
+$4.59M
|
+85,189
|
+0.9%
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$479M
|
+$45.3M
|
+841,323
|
+10%
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$477M
|
+$15.5M
|
+287,737
|
+3%
|
|
