|
1
|
Wells Fargo
San Francisco,
California
|
$4.23B
|
-$44.1M
|
-483,626
|
-0.9%
|
|
|
2
|
|
$3.83B
|
+$239M
|
+2,622,971
|
+6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.62B
|
+$1.41B
|
+15,494,744
|
+400%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.6B
|
+$63.3M
|
+694,838
|
+4%
|
|
|
5
|
|
$1.02B
|
+$38.2M
|
+418,877
|
+4%
|
|
|
6
|
|
$856M
|
+$242M
|
+2,654,097
|
+35%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$829M
|
+$729M
|
+8,005,059
|
+422%
|
|
|
8
|
AllianceBernstein
Nashville,
Tennessee
|
$701M
|
+$31.1M
|
+340,900
|
+4%
|
|
|
9
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$533M
|
+$580M
|
+6,366,812
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$481M
|
+$29.6M
|
+324,733
|
+6%
|
|
|
11
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$363M
|
-$138M
|
-1,514,904
|
-26%
|
|
|
12
|
Blue Trust Inc
Alpharetta,
Georgia
|
$342M
|
+$309M
|
+3,386,508
|
New
|
|
|
13
|
SVB Wealth
Boston,
Massachusetts
|
$324M
|
-$34M
|
-373,460
|
-9%
|
|
|
14
|
SigFig Wealth Management
San Francisco,
California
|
$321M
|
+$28.9M
|
+317,371
|
+9%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$290M
|
+$144M
|
+1,584,570
|
+84%
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$263M
|
-$6.54M
|
-71,831
|
-2%
|
|
|
17
|
Personal Capital Advisors
Redwood City,
California
|
$262M
|
+$161M
|
+1,766,381
|
+129%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$251M
|
-$12M
|
-131,796
|
-4%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$250M
|
-$3.34M
|
-36,697
|
-1%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$247M
|
+$167M
|
+1,829,497
|
+164%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$194M
|
-$99M
|
-1,086,763
|
-32%
|
|
|
22
|
Sentinel Trust
Houston,
Texas
|
$190M
|
-$17.5M
|
-192,523
|
-8%
|
|
|
23
|
Cisco Systems
San Jose,
California
|
$177M
|
–
|
–
|
–
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$176M
|
+$191M
|
+2,099,920
|
+49,526%
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$163M
|
+$38M
|
+417,549
|
+27%
|
|
