|
1
|
Bank of America
Charlotte,
North Carolina
|
$790M
|
+$181M
|
+1,634,856
|
+30%
|
|
|
2
|
|
$702M
|
+$93.5M
|
+844,598
|
+15%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$537M
|
+$27.1M
|
+244,502
|
+5%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$458M
|
+$288K
|
+2,607
|
+0.1%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$350M
|
-$119M
|
-1,071,498
|
-25%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$301M
|
-$9.72M
|
-87,852
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$265M
|
+$10M
|
+90,667
|
+4%
|
|
|
8
|
|
$201M
|
+$23.7M
|
+213,849
|
+13%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$179M
|
+$6.67M
|
+60,260
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$157M
|
+$3.82M
|
+34,564
|
+2%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$140M
|
+$30M
|
+271,462
|
+27%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$114M
|
-$4.52M
|
-40,826
|
-4%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$102M
|
+$15.1M
|
+136,473
|
+17%
|
|
|
14
|
Fisher Asset Management
Camas,
Washington
|
$88M
|
+$15.5M
|
+140,447
|
+21%
|
|
|
15
|
|
$82.7M
|
+$68.6M
|
+620,095
|
+489%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$76.4M
|
-$1.79M
|
-16,164
|
-2%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$73.1M
|
+$2.97M
|
+26,875
|
+4%
|
|
|
18
|
Bank of New York Mellon
New York
|
$68.7M
|
+$30M
|
+270,966
|
+77%
|
|
|
19
|
|
$67.7M
|
+$17.8M
|
+160,631
|
+36%
|
|
|
20
|
Allen Investment Management
New York
|
$58.8M
|
+$4.56M
|
+41,185
|
+8%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$50.9M
|
-$10.3M
|
-92,817
|
-17%
|
|
|
22
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$50.3M
|
+$1.44M
|
+12,992
|
+3%
|
|
|
23
|
Mariner Investment Group
Harrison,
New York
|
$49.9M
|
+$49.9M
|
+450,533
|
New
|
|
|
24
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$49.9M
|
-$12M
|
-108,600
|
-19%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47.6M
|
+$25.9M
|
+233,802
|
+119%
|
|
