|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.52B
|
+$42.8M
|
+401,586
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.97B
|
+$161M
|
+1,512,868
|
+9%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$1.75B
|
-$206M
|
-1,931,835
|
-11%
|
|
|
4
|
|
$1.68B
|
+$250M
|
+2,347,935
|
+17%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.27B
|
+$3.86M
|
+36,271
|
+0.3%
|
|
|
6
|
Bank of New York Mellon
New York
|
$1.03B
|
-$61.5M
|
-577,165
|
-6%
|
|
|
7
|
|
$1B
|
-$43.3M
|
-406,438
|
-4%
|
|
|
8
|
Wealthfront Advisers
Palo Alto,
California
|
$991M
|
+$15.6M
|
+146,256
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$965M
|
+$30.8M
|
+289,573
|
+3%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$918M
|
+$913M
|
+8,575,204
|
+23,438%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$778M
|
+$108M
|
+1,014,348
|
+16%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$746M
|
+$62.1M
|
+582,636
|
+9%
|
|
|
13
|
|
$704M
|
-$31.8M
|
-299,005
|
-4%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$650M
|
-$46.3M
|
-434,540
|
-7%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$647M
|
+$92.1M
|
+864,732
|
+17%
|
|
|
16
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$544M
|
+$88.9M
|
+834,982
|
+20%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$532M
|
-$242M
|
-2,268,732
|
-31%
|
|
|
18
|
Fisher Asset Management
Camas,
Washington
|
$504M
|
+$37.1M
|
+348,335
|
+8%
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$482M
|
-$78.4M
|
-736,448
|
-14%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$449M
|
+$56.3M
|
+529,000
|
+14%
|
|
|
21
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$383M
|
-$18.7M
|
-175,843
|
-5%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$296M
|
+$11.2M
|
+105,467
|
+4%
|
|
|
23
|
RWA Wealth Partners
Newton,
Massachusetts
|
$296M
|
+$1.51M
|
+14,139
|
+0.5%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$290M
|
+$25.8M
|
+242,676
|
+10%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$264M
|
+$169M
|
+1,586,362
|
+177%
|
|
