|
1
|
Bank of America
Charlotte,
North Carolina
|
$769M
|
-$7.29M
|
-66,868
|
-0.9%
|
|
|
2
|
|
$706M
|
+$21.8M
|
+199,687
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$544M
|
+$16.7M
|
+152,998
|
+3%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$468M
|
+$17.5M
|
+160,872
|
+4%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$380M
|
+$84.2M
|
+771,841
|
+28%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$270M
|
+$9.16M
|
+84,008
|
+4%
|
|
|
7
|
Wealthfront
Palo Alto,
California
|
$229M
|
-$115M
|
-1,056,380
|
-33%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$181M
|
+$5.43M
|
+49,781
|
+3%
|
|
|
9
|
|
$171M
|
-$26.7M
|
-244,509
|
-13%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$161M
|
+$23.2M
|
+212,576
|
+17%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$142M
|
-$11.4M
|
-104,429
|
-7%
|
|
|
12
|
Fisher Asset Management
Camas,
Washington
|
$110M
|
+$23M
|
+210,692
|
+27%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$103M
|
+$2.61M
|
+23,900
|
+3%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$92.6M
|
-$19.4M
|
-178,077
|
-17%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$80.5M
|
+$8.65M
|
+79,303
|
+12%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$72.6M
|
-$2.54M
|
-23,300
|
-3%
|
|
|
17
|
Allen Investment Management
New York
|
$59.2M
|
+$1.3M
|
+11,896
|
+2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$54.5M
|
+$4.43M
|
+40,649
|
+9%
|
|
|
19
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$52.1M
|
+$2.64M
|
+24,208
|
+5%
|
|
|
20
|
Mariner Investment Group
Harrison,
New York
|
$49.1M
|
–
|
–
|
–
|
|
|
21
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$49M
|
–
|
–
|
–
|
|
|
22
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$46.4M
|
+$2.2M
|
+20,206
|
+5%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$44.7M
|
+$2.7M
|
+24,776
|
+6%
|
|
|
24
|
Bank of New York Mellon
New York
|
$42.4M
|
-$25.2M
|
-231,267
|
-37%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$39.6M
|
+$2.55M
|
+23,371
|
+7%
|
|
