|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.5B
|
-$99.7M
|
-923,966
|
-4%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$1.97B
|
-$60.6M
|
-561,371
|
-3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.83B
|
+$77.2M
|
+715,070
|
+4%
|
|
|
4
|
|
$1.44B
|
+$395M
|
+3,662,109
|
+38%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.28B
|
+$128M
|
+1,190,172
|
+11%
|
|
|
6
|
Bank of New York Mellon
New York
|
$1.1B
|
-$67.7M
|
-627,717
|
-6%
|
|
|
7
|
|
$1.06B
|
-$108M
|
-998,375
|
-9%
|
|
|
8
|
Wealthfront Advisers
Palo Alto,
California
|
$985M
|
-$49M
|
-454,430
|
-5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$943M
|
+$84.6M
|
+784,394
|
+10%
|
|
|
10
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$927M
|
-$39M
|
-361,309
|
-4%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$782M
|
+$20.1M
|
+186,369
|
+3%
|
|
|
12
|
|
$743M
|
-$54.8M
|
-507,639
|
-7%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$703M
|
+$33M
|
+305,576
|
+5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$690M
|
+$64.5M
|
+597,886
|
+10%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$676M
|
+$5.84M
|
+54,139
|
+0.9%
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$566M
|
-$69.9M
|
-648,190
|
-11%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$563M
|
+$80.2M
|
+743,378
|
+17%
|
|
|
18
|
Fisher Asset Management
Camas,
Washington
|
$472M
|
+$36.4M
|
+337,353
|
+8%
|
|
|
19
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$459M
|
+$29.3M
|
+271,822
|
+7%
|
|
|
20
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$405M
|
-$6.38M
|
-59,088
|
-2%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$396M
|
+$54.9M
|
+508,977
|
+16%
|
|
|
22
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$309M
|
-$71.7M
|
-664,063
|
-19%
|
|
|
23
|
|
$299M
|
-$256M
|
-2,373,181
|
-46%
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$298M
|
+$3.88M
|
+35,935
|
+1%
|
|
|
25
|
|
$294M
|
+$155M
|
+1,433,400
|
+110%
|
|
