|
1
|
Bank of America
Charlotte,
North Carolina
|
$11B
|
+$555M
|
+2,686,078
|
+5%
|
|
|
2
|
|
$8.34B
|
+$678M
|
+3,280,476
|
+9%
|
|
|
3
|
|
$2.43B
|
+$47.8M
|
+231,377
|
+2%
|
|
|
4
|
|
$1.95B
|
+$70M
|
+338,948
|
+4%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$1.81B
|
-$258M
|
-1,247,885
|
-13%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$1.77B
|
-$33.1M
|
-160,333
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.63B
|
+$218M
|
+1,053,096
|
+16%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.39B
|
-$220M
|
-1,067,150
|
-14%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.24B
|
+$206M
|
+995,230
|
+20%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.23B
|
+$47.5M
|
+229,854
|
+4%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$1.13B
|
+$46.3M
|
+224,280
|
+4%
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$1.04B
|
+$8.75M
|
+42,360
|
+0.9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$902M
|
+$18.3M
|
+88,708
|
+2%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$796M
|
+$6.75M
|
+32,694
|
+0.9%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$748M
|
+$34.3M
|
+165,919
|
+5%
|
|
|
16
|
Prudential Financial
Newark,
New Jersey
|
$725M
|
-$80.2M
|
-388,142
|
-10%
|
|
|
17
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$687M
|
+$674M
|
+3,263,800
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$534M
|
+$91.5M
|
+443,000
|
+21%
|
|
|
19
|
Jasper Ridge Partners
Menlo Park,
California
|
$531M
|
–
|
–
|
–
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$493M
|
+$21.8M
|
+105,648
|
+5%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$403M
|
+$82.6M
|
+400,051
|
+26%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$363M
|
-$27.9M
|
-135,296
|
-7%
|
|
|
23
|
GLOBALT Investments
Atlanta,
Georgia
|
$355M
|
-$3.43M
|
-16,615
|
-1%
|
|
|
24
|
Align Financial
Hermantown,
Minnesota
|
$342M
|
+$70.6M
|
+342,013
|
New
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$342M
|
+$168M
|
+815,292
|
+99%
|
|
