|
1
|
Bank of America
Charlotte,
North Carolina
|
$480M
|
-$173M
|
-1,596,243
|
-27%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$449M
|
-$3.12M
|
-28,736
|
-0.7%
|
|
|
3
|
|
$405M
|
+$48.6M
|
+447,871
|
+14%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$393M
|
-$18.3M
|
-168,719
|
-4%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$368M
|
+$94.9M
|
+875,352
|
+35%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$312M
|
+$8.27M
|
+76,283
|
+3%
|
|
|
7
|
|
$187M
|
+$17.9M
|
+164,931
|
+11%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$184M
|
+$113M
|
+1,039,850
|
+160%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$146M
|
+$15.2M
|
+139,777
|
+12%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$108M
|
-$6.12M
|
-56,462
|
-5%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$82.4M
|
+$9.89M
|
+91,220
|
+14%
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
$80.7M
|
-$5.2M
|
-47,952
|
-6%
|
|
|
13
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$75.7M
|
-$17.9K
|
-165
|
-0%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$69.3M
|
+$5.84M
|
+53,840
|
+9%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$65.1M
|
+$21.3M
|
+196,215
|
+49%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.6M
|
+$11M
|
+101,338
|
+22%
|
|
|
17
|
Allen Investment Management
New York
|
$59.6M
|
+$2.68M
|
+24,676
|
+5%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$55.1M
|
-$2.72M
|
-25,120
|
-5%
|
|
|
19
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$50.8M
|
+$3.39M
|
+31,281
|
+7%
|
|
|
20
|
Bank of New York Mellon
New York
|
$45.8M
|
-$22.2M
|
-204,573
|
-33%
|
|
|
21
|
Fisher Asset Management
Camas,
Washington
|
$44.4M
|
+$13.1M
|
+120,494
|
+42%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$43M
|
+$26M
|
+239,867
|
+155%
|
|
|
23
|
|
$36.2M
|
+$22.8M
|
+210,108
|
+172%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$33.7M
|
+$29.7M
|
+274,205
|
+777%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.6M
|
-$14.4M
|
-132,435
|
-31%
|
|
