|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$3.49B
|
+$362M
|
+1,843,898
|
+12%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.32B
|
-$1.84B
|
-9,366,263
|
-36%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.21B
|
-$461M
|
-2,346,797
|
-13%
|
|
|
4
|
|
$1.78B
|
-$121M
|
-614,479
|
-6%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.28B
|
-$61M
|
-310,262
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.27B
|
-$150M
|
-760,993
|
-11%
|
|
|
7
|
|
$884M
|
-$379M
|
-1,930,847
|
-30%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$818M
|
-$36.1M
|
-183,820
|
-4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$785M
|
-$120M
|
-608,682
|
-13%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$738M
|
-$37.8M
|
-192,183
|
-5%
|
|
|
11
|
|
$701M
|
-$35.6M
|
-181,327
|
-5%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$619M
|
-$13M
|
-66,160
|
-2%
|
|
|
13
|
|
$617M
|
-$243M
|
-1,234,739
|
-28%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$606M
|
+$8.83M
|
+44,952
|
+1%
|
|
|
15
|
Facet Wealth Inc
Baltimore,
Maryland
|
$590M
|
+$51M
|
+259,414
|
+10%
|
|
|
16
|
Blue Trust Inc
Alpharetta,
Georgia
|
$537M
|
-$7.11M
|
-36,165
|
-1%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$528M
|
-$40.9M
|
-208,071
|
-7%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$474M
|
+$47.3M
|
+240,881
|
+11%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$446M
|
-$197M
|
-1,001,622
|
-31%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$395M
|
-$51.7M
|
-263,124
|
-12%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$391M
|
-$14M
|
-71,096
|
-3%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$368M
|
-$127M
|
-643,912
|
-26%
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
$350M
|
+$153M
|
+778,465
|
+79%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$343M
|
-$21.3M
|
-108,418
|
-6%
|
|
|
25
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$342M
|
+$8.16M
|
+41,540
|
+2%
|
|
