|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.3B
|
+$281M
|
+2,701,582
|
+9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.13B
|
+$92.6M
|
+890,804
|
+5%
|
|
|
3
|
|
$1.94B
|
+$18.2M
|
+175,531
|
+1%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$1.91B
|
+$552M
|
+5,306,388
|
+41%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.29B
|
-$81.2M
|
-781,159
|
-6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.1B
|
+$66.4M
|
+638,545
|
+6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.03B
|
-$26M
|
-250,023
|
-2%
|
|
|
8
|
Fisher Asset Management
Camas,
Washington
|
$931M
|
+$279M
|
+2,679,139
|
+43%
|
|
|
9
|
|
$887M
|
-$37.5M
|
-360,934
|
-4%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$787M
|
+$38.4M
|
+369,771
|
+5%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$772M
|
-$20.4M
|
-196,136
|
-3%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$767M
|
+$195M
|
+1,877,664
|
+34%
|
|
|
13
|
Bank of New York Mellon
New York
|
$759M
|
-$117M
|
-1,121,484
|
-13%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$653M
|
-$57.3M
|
-551,096
|
-8%
|
|
|
15
|
Wealthfront Advisers
Palo Alto,
California
|
$564M
|
-$137M
|
-1,316,517
|
-20%
|
|
|
16
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$550M
|
+$19.8M
|
+190,861
|
+4%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$510M
|
+$57.8M
|
+555,736
|
+13%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$475M
|
-$103M
|
-991,645
|
-18%
|
|
|
19
|
|
$453M
|
-$539M
|
-5,187,446
|
-54%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$320M
|
-$5.37M
|
-51,676
|
-2%
|
|
|
21
|
Allstate Corporation
Northbrook,
Illinois
|
$318M
|
+$3.09M
|
+29,685
|
+1%
|
|
|
22
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$292M
|
+$7.09M
|
+68,205
|
+3%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$291M
|
+$2.69M
|
+25,848
|
+0.9%
|
|
|
24
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$266M
|
-$87.9M
|
-845,600
|
-25%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$264M
|
-$4.61M
|
-44,314
|
-2%
|
|
