|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$3.47B
|
+$101M
|
+502,387
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.41B
|
+$208M
|
+1,038,079
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.1B
|
-$3.95M
|
-19,728
|
-0.1%
|
|
|
4
|
|
$1.74B
|
+$19.3M
|
+96,284
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.68B
|
+$473M
|
+2,357,971
|
+37%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.18B
|
-$61.6M
|
-307,440
|
-5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.04B
|
+$294M
|
+1,466,964
|
+37%
|
|
|
8
|
|
$780M
|
-$53.4M
|
-266,275
|
-6%
|
|
|
9
|
|
$767M
|
+$94.8M
|
+472,802
|
+13%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$761M
|
-$30M
|
-149,506
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$724M
|
+$11M
|
+54,781
|
+1%
|
|
|
12
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$632M
|
+$48.5M
|
+242,123
|
+8%
|
|
|
13
|
|
$598M
|
+$2.19M
|
+10,921
|
+0.4%
|
|
|
14
|
Facet Wealth Inc
Baltimore,
Maryland
|
$569M
|
+$15.6M
|
+77,846
|
+3%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$548M
|
-$51.9M
|
-259,037
|
-8%
|
|
|
16
|
Blue Trust Inc
Alpharetta,
Georgia
|
$517M
|
-$1.42M
|
-7,094
|
-0.3%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$484M
|
-$27.6M
|
-137,826
|
-5%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$461M
|
+$2.68M
|
+13,376
|
+0.6%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$365M
|
-$13.3M
|
-66,593
|
-3%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$365M
|
-$17.5M
|
-87,097
|
-4%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$362M
|
-$71.5M
|
-356,585
|
-16%
|
|
|
22
|
Richard Bernstein Advisors
New York
|
$354M
|
+$357M
|
+1,780,967
|
+2,727%
|
|
|
23
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$341M
|
+$11.6M
|
+57,696
|
+3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$341M
|
+$9.94M
|
+49,616
|
+3%
|
|
|
25
|
Empirical Wealth Management
Seattle,
Washington
|
$339M
|
+$455K
|
+2,269
|
+0.1%
|
|
