|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.76B
|
+$801M
|
+7,446,045
|
+86%
|
|
|
2
|
|
$570M
|
+$30.9M
|
+287,425
|
+6%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$555M
|
+$82.1M
|
+763,180
|
+18%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$503M
|
-$88.1M
|
-818,696
|
-15%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$455M
|
+$132M
|
+1,227,885
|
+42%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$331M
|
-$28M
|
-260,415
|
-8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$279M
|
+$19.7M
|
+182,728
|
+8%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$259M
|
+$73.4M
|
+682,261
|
+40%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$235M
|
+$57.7M
|
+536,594
|
+33%
|
|
|
10
|
|
$180M
|
+$22.1M
|
+205,223
|
+14%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$179M
|
-$12.3M
|
-114,718
|
-7%
|
|
|
12
|
Fisher Asset Management
Camas,
Washington
|
$164M
|
+$19.5M
|
+181,233
|
+14%
|
|
|
13
|
Bank of New York Mellon
New York
|
$151M
|
+$111M
|
+1,035,227
|
+298%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$149M
|
+$148M
|
+1,370,907
|
New
|
|
|
15
|
|
$119M
|
+$99M
|
+919,920
|
+545%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$100M
|
+$87.8M
|
+815,568
|
+805%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$92.7M
|
-$5.71M
|
-53,095
|
-6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$92.3M
|
+$23.3M
|
+216,538
|
+34%
|
|
|
19
|
Natixis Advisors
Boston,
Massachusetts
|
$69.8M
|
+$63.4M
|
+589,430
|
+1,156%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$66.2M
|
-$15.2M
|
-141,577
|
-19%
|
|
|
21
|
|
$64.6M
|
+$4.59M
|
+42,665
|
+8%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$60.1M
|
+$4.32M
|
+40,143
|
+8%
|
|
|
23
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$54.8M
|
-$1.17M
|
-10,828
|
-2%
|
|
|
24
|
|
$49.6M
|
-$276M
|
-2,561,714
|
-85%
|
|
|
25
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$49.3M
|
-$2.65M
|
-24,652
|
-5%
|
|
