|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.54B
|
+$119M
|
+1,023,280
|
+8%
|
|
|
2
|
|
$684M
|
+$68.6M
|
+590,477
|
+11%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$673M
|
+$7.43M
|
+63,941
|
+1%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$656M
|
+$76.3M
|
+656,579
|
+13%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$623M
|
+$82.5M
|
+710,164
|
+15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$570M
|
-$2.36M
|
-20,347
|
-0.4%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$533M
|
+$4.76M
|
+40,956
|
+0.9%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$437M
|
+$27.3M
|
+234,658
|
+7%
|
|
|
9
|
Fisher Asset Management
Camas,
Washington
|
$351M
|
+$27.4M
|
+235,558
|
+8%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$332M
|
+$8.71M
|
+75,004
|
+3%
|
|
|
11
|
|
$318M
|
+$8.63M
|
+74,244
|
+3%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$279M
|
+$18.7M
|
+161,146
|
+7%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$234M
|
+$1.33M
|
+11,482
|
+0.6%
|
|
|
14
|
|
$221M
|
+$37.7M
|
+324,499
|
+21%
|
|
|
15
|
TIAA FSB
Jacksonville,
Florida
|
$202M
|
+$23.1M
|
+199,137
|
+13%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$201M
|
+$29.1M
|
+250,503
|
+17%
|
|
|
17
|
Financial Engines Advisors
Santa Clara,
California
|
$199M
|
+$8.28M
|
+71,278
|
+4%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$198M
|
+$15.4M
|
+132,829
|
+8%
|
|
|
19
|
Bank of New York Mellon
New York
|
$182M
|
+$33.3M
|
+286,398
|
+22%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$156M
|
+$49.6M
|
+426,609
|
+46%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$150M
|
+$2.92M
|
+25,170
|
+2%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$111M
|
+$3.86M
|
+33,213
|
+4%
|
|
|
23
|
|
$105M
|
-$127M
|
-1,088,996
|
-55%
|
|
|
24
|
Clear Creek Financial Management
Silverdale,
Washington
|
$98.6M
|
+$98.8M
|
+850,662
|
New
|
|
|
25
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$95.2M
|
+$1.22M
|
+10,463
|
+1%
|
|
