|
1
|
Bank of America
Charlotte,
North Carolina
|
$650M
|
+$194M
|
+1,769,592
|
+42%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$449M
|
+$16.8M
|
+153,125
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$408M
|
+$27M
|
+246,508
|
+7%
|
|
|
4
|
|
$353M
|
-$69.8M
|
-637,585
|
-16%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$302M
|
+$36.3M
|
+331,412
|
+13%
|
|
|
6
|
Wealthfront
Palo Alto,
California
|
$271M
|
-$96.6M
|
-882,146
|
-26%
|
|
|
7
|
|
$168M
|
+$7.83M
|
+71,499
|
+5%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$130M
|
+$14.5M
|
+132,624
|
+12%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$113M
|
-$29.9M
|
-273,046
|
-21%
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$113M
|
+$111M
|
+1,017,411
|
+3,596%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$85.8M
|
+$12.1M
|
+110,509
|
+16%
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
$85.3M
|
+$86.3M
|
+788,442
|
New
|
|
|
13
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$75.1M
|
+$11.7M
|
+107,159
|
+18%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$72M
|
+$20.6M
|
+188,289
|
+39%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$70.1M
|
-$23.8M
|
-217,343
|
-25%
|
|
|
16
|
Bank of New York Mellon
New York
|
$67.6M
|
+$60.4M
|
+551,792
|
+752%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$63M
|
-$4.56M
|
-41,636
|
-7%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$57.4M
|
+$1.56M
|
+14,234
|
+3%
|
|
|
19
|
Allen Investment Management
New York
|
$56.6M
|
+$49M
|
+447,631
|
+596%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.2M
|
-$7.79M
|
-71,105
|
-13%
|
|
|
21
|
Nuveen
Charlotte,
North Carolina
|
$48.6M
|
+$49.2M
|
+449,463
|
New
|
|
|
22
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$47M
|
+$948K
|
+8,653
|
+2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.7M
|
+$16.2M
|
+147,859
|
+52%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$43.4M
|
+$20M
|
+182,721
|
+84%
|
|
|
25
|
Natixis Advisors
Boston,
Massachusetts
|
$41.1M
|
+$41.6M
|
+379,853
|
New
|
|
