|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$435M
|
+$3.32M
|
+29,788
|
+0.8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$418M
|
+$1.86M
|
+16,702
|
+0.4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$320M
|
+$57M
|
+512,045
|
+22%
|
|
|
4
|
|
$307M
|
+$42.6M
|
+383,131
|
+16%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$282M
|
+$31.4M
|
+282,489
|
+13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$231M
|
+$11M
|
+99,107
|
+5%
|
|
|
7
|
|
$181M
|
+$41.5M
|
+372,719
|
+30%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$141M
|
-$23.9M
|
-215,088
|
-15%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$102M
|
+$31.2M
|
+280,591
|
+44%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$79.2M
|
-$3.99M
|
-35,828
|
-5%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$62.1M
|
+$5.55M
|
+49,885
|
+10%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$59.6M
|
+$9.9M
|
+88,688
|
+20%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.1M
|
+$12.8M
|
+114,570
|
+30%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$52.1M
|
+$9.29M
|
+83,451
|
+22%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$47.7M
|
+$2.09M
|
+18,778
|
+5%
|
|
|
16
|
Caprin Asset Management
Henrico,
Virginia
|
$47M
|
-$2.41M
|
-21,618
|
-5%
|
|
|
17
|
Brinker Capital
Berwyn,
Pennsylvania
|
$41.2M
|
+$2.53M
|
+22,739
|
+7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.9M
|
-$1.27M
|
-11,376
|
-4%
|
|
|
19
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$33.8M
|
–
|
–
|
–
|
|
|
20
|
Manning & Napier Advisors
Fairport,
New York
|
$32.9M
|
–
|
–
|
–
|
|
|
21
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$29M
|
+$1.52M
|
+13,663
|
+6%
|
|
|
22
|
Veritable
Wilmington,
Delaware
|
$27.3M
|
-$250K
|
-2,242
|
-0.9%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$26.5M
|
+$9.7M
|
+87,198
|
+57%
|
|
|
24
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$25.8M
|
–
|
–
|
–
|
|
|
25
|
Goldstein Munger & Associates
San Ramon,
California
|
$23.7M
|
-$938K
|
-8,427
|
-4%
|
|
