|
1
|
Bank of America
Charlotte,
North Carolina
|
$609M
|
+$82.8M
|
+746,029
|
+16%
|
|
|
2
|
|
$609M
|
+$105M
|
+943,908
|
+21%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$510M
|
+$60.1M
|
+542,030
|
+13%
|
|
|
4
|
Wealthfront
Palo Alto,
California
|
$469M
|
+$37.9M
|
+341,701
|
+9%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$458M
|
-$1.71M
|
-15,375
|
-0.4%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$311M
|
+$95.1M
|
+856,852
|
+44%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$256M
|
-$9.92M
|
-89,414
|
-4%
|
|
|
8
|
|
$178M
|
-$8.74M
|
-78,784
|
-5%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$172M
|
+$10.9M
|
+98,126
|
+7%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$154M
|
+$54.3M
|
+489,245
|
+55%
|
|
|
11
|
|
$139M
|
+$102M
|
+918,060
|
+274%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$119M
|
+$9.39M
|
+84,613
|
+9%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$110M
|
+$21.1M
|
+189,866
|
+24%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$87.2M
|
+$1.73M
|
+15,622
|
+2%
|
|
|
15
|
RWA Wealth Partners
Newton,
Massachusetts
|
$78.3M
|
-$1.6M
|
-14,403
|
-2%
|
|
|
16
|
Fisher Asset Management
Camas,
Washington
|
$72.6M
|
+$12.2M
|
+109,596
|
+20%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$70.2M
|
+$2.23M
|
+20,143
|
+3%
|
|
|
18
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$62M
|
–
|
–
|
–
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$61.3M
|
+$3.33M
|
+30,005
|
+6%
|
|
|
20
|
Allen Investment Management
New York
|
$54.3M
|
-$1.15M
|
-10,367
|
-2%
|
|
|
21
|
|
$50M
|
+$4.35M
|
+39,193
|
+10%
|
|
|
22
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$48.9M
|
-$3.42M
|
-30,847
|
-7%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$41.9M
|
-$4.88M
|
-43,976
|
-10%
|
|
|
24
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$41.6M
|
+$2.22M
|
+19,976
|
+6%
|
|
|
25
|
Bank of New York Mellon
New York
|
$38.8M
|
+$5.06M
|
+45,602
|
+15%
|
|
