|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.62B
|
+$175M
|
+1,679,247
|
+7%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$2.05B
|
-$585M
|
-5,600,683
|
-23%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.77B
|
+$120M
|
+1,144,829
|
+8%
|
|
|
4
|
Bank of New York Mellon
New York
|
$1.18B
|
+$54.2M
|
+518,336
|
+5%
|
|
|
5
|
|
$1.17B
|
+$101M
|
+966,467
|
+10%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$1.16B
|
-$105M
|
-1,009,236
|
-9%
|
|
|
7
|
|
$1.06B
|
-$52.1M
|
-498,158
|
-5%
|
|
|
8
|
Wealthfront Advisers
Palo Alto,
California
|
$1.04B
|
+$103M
|
+988,331
|
+11%
|
|
|
9
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$974M
|
-$60.1M
|
-575,293
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$865M
|
+$54.1M
|
+517,538
|
+7%
|
|
|
11
|
|
$804M
|
+$171M
|
+1,640,959
|
+28%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$767M
|
-$6.99M
|
-66,859
|
-0.9%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$676M
|
+$22.1M
|
+211,946
|
+4%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$675M
|
+$27.2M
|
+259,973
|
+4%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$641M
|
+$29M
|
+277,085
|
+5%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$631M
|
+$68.7M
|
+656,936
|
+13%
|
|
|
17
|
|
$558M
|
+$538M
|
+5,146,865
|
+150,186%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$485M
|
+$42.4M
|
+405,687
|
+10%
|
|
|
19
|
Fisher Asset Management
Camas,
Washington
|
$439M
|
+$18.1M
|
+173,611
|
+4%
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$433M
|
-$878M
|
-8,401,316
|
-68%
|
|
|
21
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$415M
|
+$371M
|
+3,546,457
|
+1,262%
|
|
|
22
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$383M
|
-$8.08M
|
-77,338
|
-2%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$344M
|
-$70.5M
|
-674,559
|
-18%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$305M
|
+$2.55M
|
+24,361
|
+0.9%
|
|
|
25
|
RWA Wealth Partners
Newton,
Massachusetts
|
$296M
|
+$226M
|
+2,162,458
|
+382%
|
|
