|
1
|
Bank of America
Charlotte,
North Carolina
|
$934M
|
+$65.1M
|
+599,262
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$586M
|
+$9.98M
|
+91,791
|
+2%
|
|
|
3
|
|
$533M
|
-$161M
|
-1,479,959
|
-23%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$467M
|
+$2.81M
|
+25,815
|
+5%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$467M
|
-$641K
|
-5,896
|
-0.1%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$356M
|
-$32.1M
|
-294,962
|
-8%
|
|
|
7
|
|
$326M
|
-$46.7M
|
-429,774
|
-12%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$317M
|
-$67M
|
-616,378
|
-17%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$257M
|
+$8.96M
|
+82,430
|
+4%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$190M
|
+$11.6M
|
+106,475
|
+6%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$183M
|
+$7.27M
|
+66,910
|
+4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$175M
|
+$18.9M
|
+173,642
|
+12%
|
|
|
13
|
|
$156M
|
-$8.85M
|
-81,466
|
-5%
|
|
|
14
|
Fisher Asset Management
Camas,
Washington
|
$143M
|
+$13.4M
|
+123,126
|
+10%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$97.5M
|
-$373K
|
-3,430
|
-0.4%
|
|
|
16
|
Wealthfront
Palo Alto,
California
|
$89.6M
|
-$30.4M
|
-279,332
|
-25%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$80.8M
|
+$491K
|
+4,513
|
+0.6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$68M
|
+$55.6M
|
+511,761
|
+433%
|
|
|
19
|
RWA Wealth Partners
Newton,
Massachusetts
|
$66.1M
|
-$1.29M
|
-11,854
|
-2%
|
|
|
20
|
|
$59.4M
|
+$6.77M
|
+62,295
|
+13%
|
|
|
21
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$55.4M
|
+$1.33M
|
+12,197
|
+2%
|
|
|
22
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$51.5M
|
-$419K
|
-3,853
|
-0.8%
|
|
|
23
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$48.6M
|
+$24.1M
|
+221,647
|
New
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$46.4M
|
+$1.31M
|
+12,046
|
+3%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$42.2M
|
+$2.14M
|
+19,689
|
+5%
|
|
