|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.04B
|
-$217M
|
-2,038,521
|
-7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.05B
|
-$94.9M
|
-892,216
|
-4%
|
|
|
3
|
|
$1.94B
|
+$16M
|
+150,443
|
+0.8%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.38B
|
-$11M
|
-103,617
|
-0.8%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$1.36B
|
-$80.2M
|
-754,334
|
-6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.06B
|
-$57.2M
|
-538,212
|
-5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.05B
|
+$31.9M
|
+299,520
|
+3%
|
|
|
8
|
|
$1B
|
-$62M
|
-583,305
|
-6%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$970M
|
+$85.3M
|
+802,170
|
+10%
|
|
|
10
|
|
$934M
|
-$21.9M
|
-206,244
|
-2%
|
|
|
11
|
Bank of New York Mellon
New York
|
$884M
|
-$67.6M
|
-635,250
|
-7%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$800M
|
+$58.6M
|
+550,570
|
+8%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$755M
|
-$19.1M
|
-180,038
|
-2%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$717M
|
+$38.9M
|
+365,786
|
+6%
|
|
|
15
|
Wealthfront Advisers
Palo Alto,
California
|
$708M
|
-$91.9M
|
-864,177
|
-11%
|
|
|
16
|
Fisher Asset Management
Camas,
Washington
|
$658M
|
+$52.1M
|
+490,142
|
+9%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$584M
|
+$1.17M
|
+10,993
|
+0.2%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$576M
|
-$11.6M
|
-109,188
|
-2%
|
|
|
19
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$535M
|
+$20.4M
|
+191,598
|
+4%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$456M
|
-$54.3M
|
-510,840
|
-11%
|
|
|
21
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$358M
|
+$2.58M
|
+24,226
|
+0.7%
|
|
|
22
|
|
$337M
|
+$196M
|
+1,839,800
|
+136%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$328M
|
+$19.1M
|
+179,318
|
+6%
|
|
|
24
|
Allstate Corporation
Northbrook,
Illinois
|
$318M
|
+$153M
|
+1,439,584
|
+91%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$291M
|
+$17.2M
|
+161,292
|
+6%
|
|
