|
1
|
Bank of America
Charlotte,
North Carolina
|
$477M
|
+$5.21M
|
+45,949
|
+1%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$451M
|
-$1.93M
|
-17,012
|
-0.4%
|
|
|
3
|
|
$440M
|
+$74.6M
|
+658,237
|
+20%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$398M
|
+$43.9M
|
+387,712
|
+12%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$382M
|
+$54.9M
|
+484,951
|
+17%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$277M
|
+$9.83M
|
+86,771
|
+4%
|
|
|
7
|
|
$167M
|
+$4.53M
|
+39,985
|
+3%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$149M
|
+$7.94M
|
+70,048
|
+6%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$120M
|
+$7.62M
|
+67,290
|
+7%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$97.6M
|
+$22.9M
|
+201,704
|
+30%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$77M
|
+$16.2M
|
+142,580
|
+26%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$70.3M
|
+$2.33M
|
+20,548
|
+3%
|
|
|
13
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$66.2M
|
-$7.93K
|
-70
|
-0%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.4M
|
+$54.7K
|
+483
|
+0.1%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$58.3M
|
+$18.2M
|
+161,030
|
+45%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$53.8M
|
+$4.64M
|
+40,960
|
+9%
|
|
|
17
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$48M
|
+$1.3M
|
+11,472
|
+3%
|
|
|
18
|
Lazard Asset Management
New York
|
$41.9M
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$41.7M
|
+$242K
|
+2,140
|
+0.6%
|
|
|
20
|
Brinker Capital
Berwyn,
Pennsylvania
|
$39.5M
|
-$2.05M
|
-18,070
|
-5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32M
|
+$2.09M
|
+18,435
|
+7%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$30.7M
|
+$26.5M
|
+233,573
|
+599%
|
|
|
23
|
|
$30.2M
|
+$7.28M
|
+64,229
|
+32%
|
|
|
24
|
Manning & Napier Advisors
Fairport,
New York
|
$29.6M
|
–
|
–
|
–
|
|
|
25
|
Simply Money Advisors
Cincinnati,
Ohio
|
$29.4M
|
+$1.86M
|
+16,413
|
+7%
|
|
