|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.25B
|
-$535M
|
-4,883,037
|
-30%
|
|
|
2
|
|
$615M
|
+$33.8M
|
+308,141
|
+6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$588M
|
+$74.2M
|
+676,408
|
+15%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$550M
|
-$15.5M
|
-141,573
|
-3%
|
|
|
5
|
|
$497M
|
+$440M
|
+4,014,873
|
+882%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$477M
|
+$13.6M
|
+124,381
|
+3%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$358M
|
+$20.5M
|
+187,392
|
+6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$301M
|
+$16.1M
|
+146,789
|
+6%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$245M
|
-$18.9M
|
-172,143
|
-7%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$222M
|
-$17.7M
|
-161,555
|
-7%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$204M
|
+$20.9M
|
+191,012
|
+12%
|
|
|
12
|
Fisher Asset Management
Camas,
Washington
|
$193M
|
+$25.7M
|
+234,452
|
+16%
|
|
|
13
|
|
$184M
|
+$474K
|
+4,325
|
+0.3%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$146M
|
-$6.64M
|
-60,516
|
-4%
|
|
|
15
|
Bank of New York Mellon
New York
|
$125M
|
-$28.1M
|
-256,090
|
-19%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$117M
|
+$22.9M
|
+208,941
|
+25%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$97.4M
|
+$2.77M
|
+25,269
|
+3%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$81.8M
|
+$14.1M
|
+128,366
|
+21%
|
|
|
19
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$81.4M
|
+$25.2M
|
+229,436
|
+46%
|
|
|
20
|
|
$80.7M
|
+$79.6M
|
+725,581
|
New
|
|
|
21
|
|
$69.9M
|
+$3.98M
|
+36,303
|
+6%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$63.3M
|
+$23.2M
|
+211,688
|
+59%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$62.3M
|
+$867K
|
+7,905
|
+1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$57M
|
+$7.03M
|
+64,116
|
+14%
|
|
|
25
|
Aspiriant LLC
Los Angeles,
California
|
$56.6M
|
-$44.7M
|
-407,406
|
-44%
|
|
