|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.78B
|
+$213M
|
+1,974,919
|
+8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.09B
|
+$75.6M
|
+701,096
|
+4%
|
|
|
3
|
|
$1.83B
|
+$120M
|
+1,113,584
|
+7%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$1.54B
|
-$234M
|
-2,172,215
|
-13%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.37B
|
+$78M
|
+723,492
|
+6%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$1.06B
|
+$47.3M
|
+439,163
|
+5%
|
|
|
7
|
|
$1.05B
|
+$30.9M
|
+286,468
|
+3%
|
|
|
8
|
Bank of New York Mellon
New York
|
$1.01B
|
-$38.2M
|
-354,814
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$977M
|
-$5.85M
|
-54,310
|
-0.6%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$897M
|
-$38.2M
|
-354,227
|
-4%
|
|
|
11
|
|
$850M
|
+$131M
|
+1,215,093
|
+18%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$824M
|
+$63.1M
|
+585,598
|
+8%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$800M
|
+$7.22M
|
+66,958
|
+0.9%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$745M
|
+$200M
|
+1,859,907
|
+37%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$700M
|
+$38.4M
|
+356,622
|
+6%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$686M
|
+$23.2M
|
+215,474
|
+4%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$576M
|
+$83.5M
|
+775,176
|
+17%
|
|
|
18
|
Fisher Asset Management
Camas,
Washington
|
$573M
|
+$58.5M
|
+542,698
|
+11%
|
|
|
19
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$540M
|
-$14.5M
|
-134,683
|
-3%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$525M
|
+$66.8M
|
+620,163
|
+15%
|
|
|
21
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$399M
|
+$8.65M
|
+80,251
|
+2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$311M
|
+$15M
|
+138,930
|
+5%
|
|
|
23
|
RWA Wealth Partners
Newton,
Massachusetts
|
$303M
|
+$1.57M
|
+14,526
|
+0.5%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$299M
|
-$2.94M
|
-27,289
|
-1%
|
|
|
25
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$290M
|
+$24M
|
+223,031
|
+9%
|
|
