|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.57B
|
+$212M
|
+2,026,165
|
+6%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$2.36B
|
+$411M
|
+3,931,000
|
+22%
|
|
|
3
|
|
$1.85B
|
-$130M
|
-1,240,704
|
-7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.52B
|
-$636M
|
-6,079,064
|
-30%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.4B
|
+$89.1M
|
+851,224
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.11B
|
-$11.3M
|
-107,744
|
-1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.06B
|
+$17.7M
|
+169,569
|
+2%
|
|
|
8
|
Fisher Asset Management
Camas,
Washington
|
$1.04B
|
+$84.9M
|
+810,838
|
+9%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$863M
|
+$74.4M
|
+710,666
|
+10%
|
|
|
10
|
|
$862M
|
-$42.2M
|
-403,358
|
-5%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$800M
|
+$132M
|
+1,261,391
|
+20%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$773M
|
-$28.3M
|
-270,458
|
-4%
|
|
|
13
|
Bank of New York Mellon
New York
|
$735M
|
-$38.3M
|
-365,792
|
-5%
|
|
|
14
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$589M
|
+$27.6M
|
+264,111
|
+5%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$564M
|
-$214M
|
-2,046,373
|
-28%
|
|
|
16
|
Wealthfront Advisers
Palo Alto,
California
|
$537M
|
-$37.3M
|
-356,865
|
-7%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$500M
|
+$15.7M
|
+149,563
|
+3%
|
|
|
18
|
|
$487M
|
+$25.3M
|
+241,486
|
+6%
|
|
|
19
|
Wellington Management Group
Boston,
Massachusetts
|
$387M
|
+$381M
|
+3,636,000
|
New
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$309M
|
+$12.7M
|
+121,036
|
+4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$303M
|
-$22.1M
|
-210,776
|
-7%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$278M
|
+$104M
|
+989,777
|
+61%
|
|
|
23
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$274M
|
+$2.51M
|
+23,983
|
+0.9%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$263M
|
-$6.17M
|
-58,957
|
-2%
|
|
|
25
|
RWA Wealth Partners
Newton,
Massachusetts
|
$255M
|
-$2.96M
|
-28,269
|
-1%
|
|
