|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$391M
|
+$17.2M
|
+158,043
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$276M
|
+$42.9M
|
+393,213
|
+18%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$228M
|
-$4.46M
|
-40,888
|
-2%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$197M
|
+$55.4M
|
+508,631
|
+39%
|
|
|
5
|
|
$194M
|
+$61.7M
|
+566,026
|
+46%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$191M
|
+$31.7M
|
+290,618
|
+20%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$178M
|
+$16.4M
|
+150,718
|
+10%
|
|
|
8
|
|
$135M
|
-$1.18M
|
-10,818
|
-0.9%
|
|
|
9
|
Ally Financial
Detroit,
Michigan
|
$97.4M
|
+$48.5M
|
+445,000
|
+98%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$66.2M
|
+$6.89M
|
+63,207
|
+12%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.7M
|
-$15.6M
|
-143,563
|
-29%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$37M
|
-$341K
|
-3,129
|
-0.9%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$35M
|
+$30.3M
|
+278,492
|
+625%
|
|
|
14
|
Manning & Napier Advisors
Fairport,
New York
|
$34.5M
|
–
|
–
|
–
|
|
|
15
|
United Services Automobile Association
San Antonio,
Texas
|
$32.3M
|
+$1.53M
|
+14,014
|
+5%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$31.9M
|
+$5.45M
|
+49,978
|
+20%
|
|
|
17
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$30.7M
|
-$26.1M
|
-239,377
|
-46%
|
|
|
18
|
|
$30.4M
|
+$3.32M
|
+30,509
|
+12%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$30M
|
+$10.3M
|
+94,969
|
+52%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$28.8M
|
-$33.8K
|
-310
|
-0.1%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$26.2M
|
-$271K
|
-2,487
|
-1%
|
|
|
22
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$25M
|
+$25.2M
|
+231,308
|
New
|
|
|
23
|
Goldstein Munger & Associates
San Ramon,
California
|
$24.5M
|
+$203K
|
+1,867
|
+0.8%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$24.4M
|
+$4.9M
|
+44,964
|
+25%
|
|
|
25
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$21.2M
|
-$5.7M
|
-52,327
|
-21%
|
|
