|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.47B
|
+$512M
|
+4,763,839
|
+13%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$2.33B
|
-$38.1M
|
-354,174
|
-2%
|
|
|
3
|
|
$2.08B
|
+$63.8M
|
+593,514
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.77B
|
+$271M
|
+2,522,106
|
+18%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.53B
|
+$87.3M
|
+812,109
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.25B
|
+$71.3M
|
+663,075
|
+6%
|
|
|
7
|
Fisher Asset Management
Camas,
Washington
|
$1.23B
|
+$94.9M
|
+882,344
|
+8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.06B
|
+$7.75M
|
+72,042
|
+0.7%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$993M
|
+$86.9M
|
+808,430
|
+9%
|
|
|
10
|
|
$978M
|
+$68.5M
|
+637,356
|
+7%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$945M
|
+$50.8M
|
+472,246
|
+6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$809M
|
+$557M
|
+5,177,341
|
+212%
|
|
|
13
|
Bank of New York Mellon
New York
|
$775M
|
+$23M
|
+214,265
|
+3%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$763M
|
-$16.2M
|
-150,886
|
-2%
|
|
|
15
|
TIAA-CREF Individual & Institutional Services
New York
|
$604M
|
+$612M
|
+5,687,268
|
New
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$560M
|
+$691K
|
+6,428
|
+0.1%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$555M
|
+$326K
|
+3,030
|
+0.1%
|
|
|
18
|
|
$499M
|
+$1.9M
|
+17,682
|
+0.4%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$472M
|
-$49.2M
|
-457,491
|
-9%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$341M
|
+$44.8M
|
+416,372
|
+15%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$339M
|
+$13.9M
|
+129,497
|
+4%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$312M
|
+$73.2M
|
+681,226
|
+30%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$300M
|
-$4.11M
|
-38,196
|
-1%
|
|
|
24
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$284M
|
+$6.58M
|
+61,174
|
+2%
|
|
|
25
|
RWA Wealth Partners
Newton,
Massachusetts
|
$247M
|
-$3.8M
|
-35,380
|
-1%
|
|
