|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.67B
|
+$32M
|
+274,445
|
+2%
|
|
|
2
|
|
$948M
|
+$129M
|
+1,104,409
|
+16%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$919M
|
+$172M
|
+1,477,218
|
+23%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$805M
|
+$15.6M
|
+133,862
|
+2%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$724M
|
+$3.99M
|
+34,245
|
+0.6%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$555M
|
+$3.53M
|
+30,227
|
+0.6%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$475M
|
–
|
–
|
–
|
|
|
8
|
Fisher Asset Management
Camas,
Washington
|
$426M
|
+$41.1M
|
+352,355
|
+11%
|
|
|
9
|
|
$414M
|
+$44.9M
|
+385,389
|
+12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$362M
|
+$2.81M
|
+24,111
|
+0.8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$361M
|
+$17.8M
|
+152,609
|
+5%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$345M
|
+$5.67M
|
+48,593
|
+2%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$344M
|
+$38.3M
|
+328,006
|
+12%
|
|
|
14
|
Bank of New York Mellon
New York
|
$321M
|
+$52.7M
|
+451,814
|
+20%
|
|
|
15
|
|
$302M
|
-$49.8M
|
-427,210
|
-14%
|
|
|
16
|
TIAA FSB
Jacksonville,
Florida
|
$276M
|
+$45.4M
|
+389,121
|
+20%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$262M
|
+$23.1M
|
+197,882
|
+10%
|
|
|
18
|
|
$241M
|
+$36.7M
|
+314,333
|
+18%
|
|
|
19
|
Financial Engines Advisors
Santa Clara,
California
|
$230M
|
+$21.3M
|
+182,592
|
+10%
|
|
|
20
|
|
$196M
|
+$30.4M
|
+260,475
|
+18%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$172M
|
+$14.9M
|
+127,395
|
+9%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$166M
|
+$7.46M
|
+63,980
|
+5%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$127M
|
+$10.2M
|
+87,404
|
+9%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$125M
|
+$24.6M
|
+211,263
|
+24%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$115M
|
+$32.5M
|
+278,369
|
+39%
|
|
