|
1
|
Wells Fargo
San Francisco,
California
|
$3.92B
|
-$114M
|
-1,284,091
|
-3%
|
|
|
2
|
|
$3.78B
|
+$162M
|
+1,837,206
|
+4%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.45B
|
-$79M
|
-893,809
|
-5%
|
|
|
4
|
|
$1.02B
|
–
|
–
|
–
|
|
|
5
|
|
$885M
|
+$80M
|
+904,622
|
+9%
|
|
|
6
|
AllianceBernstein
Nashville,
Tennessee
|
$643M
|
-$25.2M
|
-284,987
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$455M
|
-$1.55M
|
-17,570
|
-0.3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$435M
|
-$1.23B
|
-13,897,469
|
-72%
|
|
|
9
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$335M
|
-$11.3M
|
-127,677
|
-3%
|
|
|
10
|
|
$324M
|
+$360M
|
+4,072,197
|
New
|
|
|
11
|
SVB Wealth
Boston,
Massachusetts
|
$309M
|
+$1.63M
|
+18,486
|
+0.5%
|
|
|
12
|
SigFig Wealth Management
San Francisco,
California
|
$306M
|
-$21M
|
-237,075
|
-6%
|
|
|
13
|
Blue Trust Inc
Alpharetta,
Georgia
|
$282M
|
-$1.5M
|
-16,970
|
-0.5%
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$268M
|
+$20.3M
|
+229,432
|
+7%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$253M
|
-$595M
|
-6,724,250
|
-68%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$253M
|
+$20.3M
|
+229,880
|
+8%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$252M
|
+$16.1M
|
+181,589
|
+6%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$218M
|
-$23.4M
|
-264,092
|
-9%
|
|
|
19
|
Cisco Systems
San Jose,
California
|
$182M
|
+$15M
|
+170,000
|
+8%
|
|
|
20
|
Ballentine Partners
Waltham,
Massachusetts
|
$180M
|
+$27.9M
|
+315,974
|
+16%
|
|
|
21
|
Sentinel Trust
Houston,
Texas
|
$179M
|
-$1.14M
|
-12,876
|
-0.6%
|
|
|
22
|
Tiedemann Advisors
New York
|
$172M
|
+$191M
|
+2,165,200
|
New
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$169M
|
-$118M
|
-1,333,226
|
-39%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$161M
|
+$11M
|
+124,173
|
+7%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$155M
|
-$32.1M
|
-363,129
|
-16%
|
|
