|
1
|
Bank of America
Charlotte,
North Carolina
|
$523M
|
+$37.6M
|
+341,684
|
+8%
|
|
|
2
|
|
$501M
|
+$91.5M
|
+832,491
|
+22%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$457M
|
+$2.59M
|
+23,521
|
+0.6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$447M
|
+$49.7M
|
+452,395
|
+13%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$429M
|
+$56.3M
|
+512,411
|
+15%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$264M
|
-$51.6M
|
-468,829
|
-16%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$215M
|
+$28.7M
|
+261,327
|
+15%
|
|
|
8
|
|
$185M
|
-$4.26M
|
-38,709
|
-2%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$160M
|
+$12.7M
|
+115,638
|
+9%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$108M
|
-$617K
|
-5,609
|
-0.6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.7M
|
+$36.4M
|
+330,607
|
+58%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$88.7M
|
+$23M
|
+208,801
|
+35%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$84.9M
|
+$1.53M
|
+13,918
|
+2%
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$79.3M
|
-$2.19M
|
-19,949
|
-3%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$67.5M
|
-$2.55M
|
-23,182
|
-4%
|
|
|
16
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$61.5M
|
-$14.9M
|
-135,567
|
-20%
|
|
|
17
|
Fisher Asset Management
Camas,
Washington
|
$60M
|
+$15.1M
|
+137,664
|
+34%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$57.5M
|
+$1.83M
|
+16,660
|
+3%
|
|
|
19
|
Allen Investment Management
New York
|
$55.1M
|
-$5.18M
|
-47,114
|
-9%
|
|
|
20
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$52M
|
+$671K
|
+6,104
|
+1%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$46.5M
|
+$3M
|
+27,302
|
+7%
|
|
|
22
|
|
$45.3M
|
+$30.9M
|
+280,783
|
+214%
|
|
|
23
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$39.4M
|
+$10.1M
|
+92,125
|
+35%
|
|
|
24
|
|
$36.8M
|
+$242K
|
+2,202
|
+0.7%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$35.1M
|
+$984K
|
+8,949
|
+3%
|
|
