|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.38B
|
-$163M
|
-1,429,159
|
-10%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$624M
|
-$1.81M
|
-15,895
|
-0.3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$586M
|
-$3.29M
|
-28,827
|
-0.6%
|
|
|
4
|
|
$560M
|
-$195M
|
-1,704,932
|
-26%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$475M
|
+$480M
|
+4,204,925
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$445M
|
+$71.1M
|
+622,542
|
+19%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$440M
|
-$98.8M
|
-865,340
|
-18%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$418M
|
-$28.1M
|
-245,837
|
-6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$322M
|
-$25.7M
|
-225,502
|
-7%
|
|
|
10
|
|
$295M
|
+$70.1M
|
+613,699
|
+31%
|
|
|
11
|
Fisher Asset Management
Camas,
Washington
|
$288M
|
+$19.5M
|
+170,940
|
+7%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$257M
|
-$20.5M
|
-179,883
|
-7%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$199M
|
-$5.9M
|
-51,682
|
-3%
|
|
|
14
|
|
$150M
|
+$113M
|
+989,271
|
+290%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$140M
|
-$7.13M
|
-62,481
|
-5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$130M
|
-$5.67M
|
-49,638
|
-4%
|
|
|
17
|
Bank of New York Mellon
New York
|
$123M
|
-$11.2M
|
-98,072
|
-8%
|
|
|
18
|
TIAA FSB
Jacksonville,
Florida
|
$120M
|
+$39.8M
|
+348,356
|
+49%
|
|
|
19
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$115M
|
-$27.1M
|
-237,040
|
-19%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$113M
|
+$15M
|
+131,526
|
+15%
|
|
|
21
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$88.7M
|
+$2.77M
|
+24,281
|
+3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$75.1M
|
+$3.79M
|
+33,237
|
+5%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$70.6M
|
+$4.23M
|
+37,096
|
+6%
|
|
|
24
|
|
$70.5M
|
-$24.7M
|
-216,031
|
-26%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$60M
|
+$111M
|
+972,017
|
New
|
|
