|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.55B
|
+$110M
|
+961,922
|
+8%
|
|
|
2
|
|
$759M
|
+$91.5M
|
+803,572
|
+14%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$631M
|
+$49.1M
|
+430,765
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$594M
|
-$71.9M
|
-631,619
|
-11%
|
|
|
5
|
|
$544M
|
+$90.7M
|
+795,829
|
+20%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$542M
|
+$36.8M
|
+322,840
|
+7%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$450M
|
+$28M
|
+246,083
|
+7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$378M
|
+$24.4M
|
+214,368
|
+7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$350M
|
-$45.6M
|
-399,917
|
-12%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$280M
|
+$2.77M
|
+24,360
|
+1%
|
|
|
11
|
Fisher Asset Management
Camas,
Washington
|
$271M
|
+$20.2M
|
+176,993
|
+8%
|
|
|
12
|
|
$227M
|
+$845K
|
+7,414
|
+0.4%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$206M
|
+$10.1M
|
+88,737
|
+5%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$148M
|
+$19.3M
|
+169,778
|
+15%
|
|
|
15
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$143M
|
-$2.59M
|
-22,716
|
-2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$137M
|
+$7.92M
|
+69,555
|
+6%
|
|
|
17
|
Bank of New York Mellon
New York
|
$135M
|
+$7.73M
|
+67,875
|
+6%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$108M
|
+$4.01M
|
+35,246
|
+4%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$99.3M
|
+$12.1M
|
+106,167
|
+14%
|
|
|
20
|
|
$95.7M
|
-$6.5M
|
-57,027
|
-6%
|
|
|
21
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$86.7M
|
+$1.98M
|
+17,347
|
+2%
|
|
|
22
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$83.8M
|
+$83.8M
|
+735,404
|
New
|
|
|
23
|
TIAA FSB
Jacksonville,
Florida
|
$81.3M
|
+$17.3M
|
+151,528
|
+27%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$71.9M
|
+$11M
|
+96,723
|
+18%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$66.7M
|
+$7.13M
|
+62,553
|
+12%
|
|
