|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$401M
|
+$4.96M
|
+45,580
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$316M
|
+$36.5M
|
+335,316
|
+13%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$241M
|
+$10M
|
+91,861
|
+4%
|
|
|
4
|
|
$219M
|
+$22.7M
|
+209,065
|
+12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$208M
|
+$27.6M
|
+253,580
|
+15%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$207M
|
+$12.9M
|
+118,536
|
+7%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$177M
|
-$21.5M
|
-197,487
|
-11%
|
|
|
8
|
|
$127M
|
-$9.06M
|
-83,228
|
-7%
|
|
|
9
|
Ally Financial
Detroit,
Michigan
|
$98.6M
|
–
|
–
|
–
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$72M
|
+$4.98M
|
+45,755
|
+7%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$48.4M
|
+$13M
|
+119,145
|
+37%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$41.1M
|
+$14.5M
|
+133,607
|
+55%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.7M
|
+$1.52M
|
+13,986
|
+4%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$39.3M
|
+$1.84M
|
+16,870
|
+5%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$37.4M
|
+$6.98M
|
+64,119
|
+23%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$36.2M
|
+$3.84M
|
+35,252
|
+12%
|
|
|
17
|
Manning & Napier Advisors
Fairport,
New York
|
$34.6M
|
–
|
–
|
–
|
|
|
18
|
United Services Automobile Association
San Antonio,
Texas
|
$32.5M
|
-$214K
|
-1,966
|
-0.7%
|
|
|
19
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$32.1M
|
+$1M
|
+9,203
|
+3%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$27.6M
|
-$1.51M
|
-13,855
|
-5%
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
$27.2M
|
+$2.47M
|
+22,684
|
+10%
|
|
|
22
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$25.3M
|
–
|
–
|
–
|
|
|
23
|
Goldstein Munger & Associates
San Ramon,
California
|
$24M
|
-$787K
|
-7,231
|
-3%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$15.8M
|
-$1.28M
|
-11,750
|
-8%
|
|
|
25
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$14.4M
|
+$1.89M
|
+17,361
|
+15%
|
|
