|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.29B
|
+$569M
|
+5,297,542
|
+21%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.17B
|
+$122M
|
+1,138,987
|
+6%
|
|
|
3
|
|
$1.95B
|
+$147M
|
+1,371,663
|
+8%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$1.46B
|
-$57M
|
-530,753
|
-4%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.41B
|
+$64.2M
|
+597,184
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.13B
|
+$173M
|
+1,608,092
|
+18%
|
|
|
7
|
|
$1.08B
|
+$43.8M
|
+407,750
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.03B
|
+$221M
|
+2,053,687
|
+27%
|
|
|
9
|
|
$965M
|
+$133M
|
+1,238,783
|
+16%
|
|
|
10
|
Bank of New York Mellon
New York
|
$961M
|
-$31.5M
|
-293,544
|
-3%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$895M
|
+$15.1M
|
+140,255
|
+2%
|
|
|
12
|
Wealthfront Advisers
Palo Alto,
California
|
$807M
|
-$232M
|
-2,163,852
|
-22%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$782M
|
-$3.05M
|
-28,368
|
-0.4%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$750M
|
+$77.9M
|
+725,232
|
+11%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$686M
|
-$704K
|
-6,555
|
-0.1%
|
|
|
16
|
Fisher Asset Management
Camas,
Washington
|
$612M
|
+$50.6M
|
+470,739
|
+9%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$594M
|
-$138M
|
-1,282,076
|
-19%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$588M
|
+$74.4M
|
+692,406
|
+14%
|
|
|
19
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$520M
|
-$9.32M
|
-86,744
|
-2%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$515M
|
-$50.5M
|
-470,156
|
-9%
|
|
|
21
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$359M
|
-$32.9M
|
-306,126
|
-8%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$312M
|
+$7.58M
|
+70,585
|
+2%
|
|
|
23
|
RWA Wealth Partners
Newton,
Massachusetts
|
$296M
|
-$1.43M
|
-13,279
|
-0.5%
|
|
|
24
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$281M
|
-$2.78M
|
-25,878
|
-1%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$280M
|
-$13.5M
|
-125,748
|
-5%
|
|
