|
1
|
Bank of America
Charlotte,
North Carolina
|
$879M
|
+$108M
|
+994,575
|
+14%
|
|
|
2
|
|
$700M
|
-$12.8M
|
-118,139
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$582M
|
+$37M
|
+340,669
|
+7%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$472M
|
+$3.65M
|
+33,644
|
+0.8%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$392M
|
+$11.1M
|
+102,414
|
+3%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$388M
|
+$294M
|
+2,707,274
|
+318%
|
|
|
7
|
|
$376M
|
+$345M
|
+3,183,174
|
+1,208%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$250M
|
-$20M
|
-184,465
|
-7%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$180M
|
+$18.7M
|
+172,067
|
+12%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$178M
|
-$3.72M
|
-34,297
|
-2%
|
|
|
11
|
|
$166M
|
-$5.36M
|
-49,358
|
-3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$158M
|
+$14.5M
|
+133,982
|
+10%
|
|
|
13
|
Fisher Asset Management
Camas,
Washington
|
$131M
|
+$21.2M
|
+195,462
|
+19%
|
|
|
14
|
Wealthfront
Palo Alto,
California
|
$121M
|
-$108M
|
-996,130
|
-47%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$98.9M
|
-$4.3M
|
-39,612
|
-4%
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$81.1M
|
+$519K
|
+4,786
|
+0.6%
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$68.1M
|
-$4.59M
|
-42,324
|
-6%
|
|
|
18
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$54.5M
|
+$8.12M
|
+74,820
|
+18%
|
|
|
19
|
|
$53.2M
|
+$21.6M
|
+199,288
|
+69%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$53M
|
-$1.57M
|
-14,452
|
-3%
|
|
|
21
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$52.4M
|
+$273K
|
+2,520
|
+0.5%
|
|
|
22
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$49.1M
|
-$11.9K
|
-110
|
-0%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$45.5M
|
+$786K
|
+7,246
|
+2%
|
|
|
24
|
Bank of New York Mellon
New York
|
$41.3M
|
-$1.18M
|
-10,835
|
-3%
|
|
|
25
|
Lazard Asset Management
New York
|
$40.9M
|
–
|
–
|
–
|
|
