|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.37B
|
+$98.8M
|
+882,363
|
+8%
|
|
|
2
|
|
$663M
|
+$36.7M
|
+327,800
|
+6%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$577M
|
+$16.9M
|
+151,283
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$560M
|
-$37.2M
|
-332,313
|
-6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$531M
|
+$223M
|
+1,991,462
|
+74%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$476M
|
-$9.59M
|
-85,617
|
-2%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$389M
|
+$24.5M
|
+219,106
|
+7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$274M
|
+$47.1M
|
+420,457
|
+21%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$258M
|
+$8.78M
|
+78,434
|
+4%
|
|
|
10
|
Fisher Asset Management
Camas,
Washington
|
$227M
|
+$29.7M
|
+265,132
|
+15%
|
|
|
11
|
|
$213M
|
+$26.2M
|
+234,090
|
+14%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$191M
|
-$15.9M
|
-141,591
|
-8%
|
|
|
13
|
|
$161M
|
-$341M
|
-3,049,277
|
-68%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$146M
|
-$2.51M
|
-22,388
|
-2%
|
|
|
15
|
Bank of New York Mellon
New York
|
$121M
|
-$6.1M
|
-54,523
|
-5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$117M
|
-$2.78M
|
-24,788
|
-2%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$116M
|
+$17M
|
+152,127
|
+17%
|
|
|
18
|
|
$98.2M
|
+$26.8M
|
+239,480
|
+38%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$92.1M
|
+$8.87M
|
+79,197
|
+11%
|
|
|
20
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$85.6M
|
+$2.82M
|
+25,143
|
+3%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$75.9M
|
+$11.4M
|
+101,932
|
+18%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$55M
|
-$2.95M
|
-26,361
|
-5%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$54.3M
|
-$8.9M
|
-79,494
|
-14%
|
|
|
24
|
Aspiriant LLC
Los Angeles,
California
|
$52.7M
|
-$4.88M
|
-43,620
|
-9%
|
|
|
25
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$52M
|
+$51.5M
|
+459,744
|
New
|
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