|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.66B
|
+$98.7M
|
+849,527
|
+6%
|
|
|
2
|
|
$828M
|
+$136M
|
+1,167,083
|
+20%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$797M
|
+$133M
|
+1,144,354
|
+20%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$755M
|
+$124M
|
+1,067,130
|
+20%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$727M
|
+$45.9M
|
+394,941
|
+7%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$556M
|
+$17.5M
|
+150,603
|
+3%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$475M
|
+$33.3M
|
+286,817
|
+8%
|
|
|
8
|
Fisher Asset Management
Camas,
Washington
|
$389M
|
+$33.7M
|
+289,959
|
+10%
|
|
|
9
|
|
$373M
|
+$51M
|
+439,388
|
+16%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$363M
|
-$212M
|
-1,825,557
|
-37%
|
|
|
11
|
|
$355M
|
+$130M
|
+1,123,185
|
+59%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$347M
|
+$10.7M
|
+92,139
|
+3%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$342M
|
+$137M
|
+1,182,659
|
+68%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$309M
|
+$27M
|
+232,660
|
+10%
|
|
|
15
|
Bank of New York Mellon
New York
|
$271M
|
+$86M
|
+740,026
|
+47%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$242M
|
+$4.56M
|
+39,247
|
+2%
|
|
|
17
|
TIAA FSB
Jacksonville,
Florida
|
$233M
|
+$28.4M
|
+244,824
|
+14%
|
|
|
18
|
Financial Engines Advisors
Santa Clara,
California
|
$211M
|
+$9.72M
|
+83,680
|
+5%
|
|
|
19
|
|
$206M
|
+$139M
|
+1,192,349
|
+210%
|
|
|
20
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$191M
|
+$105M
|
+901,142
|
+124%
|
|
|
21
|
|
$167M
|
+$60.9M
|
+523,970
|
+58%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$160M
|
+$2.49M
|
+21,407
|
+2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$158M
|
+$6.29M
|
+54,160
|
+4%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$118M
|
+$5.7M
|
+49,073
|
+5%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$108M
|
-$91.4M
|
-786,856
|
-46%
|
|
