|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.44B
|
+$64.1M
|
+561,425
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$667M
|
+$102M
|
+890,666
|
+18%
|
|
|
3
|
|
$663M
|
–
|
–
|
–
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$583M
|
+$1.26M
|
+11,027
|
+0.2%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$507M
|
+$26.5M
|
+231,883
|
+6%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$478M
|
+$29.3M
|
+256,497
|
+7%
|
|
|
7
|
|
$454M
|
+$292M
|
+2,561,944
|
+180%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$396M
|
-$140M
|
-1,227,284
|
-26%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$354M
|
+$78.2M
|
+685,789
|
+28%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$278M
|
+$17M
|
+149,266
|
+7%
|
|
|
11
|
Fisher Asset Management
Camas,
Washington
|
$251M
|
+$22.6M
|
+198,328
|
+10%
|
|
|
12
|
|
$227M
|
+$11.6M
|
+101,964
|
+5%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$197M
|
+$3.47M
|
+30,399
|
+2%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$145M
|
-$1.53M
|
-13,396
|
-1%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$129M
|
+$11.7M
|
+102,503
|
+10%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$129M
|
+$11.3M
|
+98,813
|
+10%
|
|
|
17
|
Bank of New York Mellon
New York
|
$128M
|
+$5.48M
|
+48,061
|
+4%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$104M
|
+$10.8M
|
+94,474
|
+12%
|
|
|
19
|
|
$102M
|
+$3.23M
|
+28,270
|
+3%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$87.3M
|
+$10.8M
|
+94,344
|
+14%
|
|
|
21
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$84.8M
|
-$1.53M
|
-13,453
|
-2%
|
|
|
22
|
TIAA FSB
Jacksonville,
Florida
|
$64.2M
|
+$18.2M
|
+159,631
|
+40%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$61M
|
+$5.48M
|
+48,070
|
+10%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$59.8M
|
+$4.92M
|
+43,112
|
+9%
|
|
|
25
|
Aspiriant LLC
Los Angeles,
California
|
$53.1M
|
-$34.3K
|
-301
|
-0.1%
|
|
