|
1
|
TIAA FSB
Jacksonville,
Florida
|
$663M
|
+$653M
|
+11,454,237
|
New
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$590M
|
+$23.3M
|
+409,736
|
+4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$542M
|
-$480K
|
-8,431
|
-0.1%
|
|
|
4
|
|
$440M
|
+$5.29M
|
+92,894
|
+1%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$378M
|
+$39.2M
|
+688,535
|
+12%
|
|
|
6
|
|
$334M
|
+$183M
|
+3,204,279
|
+124%
|
|
|
7
|
Bank of New York Mellon
New York
|
$160M
|
-$11.8M
|
-206,388
|
-7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$140M
|
+$25M
|
+438,931
|
+22%
|
|
|
9
|
|
$104M
|
+$18.5M
|
+324,962
|
+22%
|
|
|
10
|
Balentine LLC
Atlanta,
Georgia
|
$91.2M
|
+$89.8M
|
+1,576,631
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$78.8M
|
+$14.1M
|
+246,903
|
+22%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$76M
|
+$3.19M
|
+55,951
|
+4%
|
|
|
13
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$75.6M
|
-$22.5M
|
-393,980
|
-23%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$72.2M
|
+$11M
|
+193,845
|
+18%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$70.9M
|
+$69.8M
|
+1,225,668
|
New
|
|
|
16
|
Natixis Advisors
Boston,
Massachusetts
|
$66.2M
|
+$895K
|
+15,706
|
+1%
|
|
|
17
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$57.9M
|
+$9.4M
|
+164,900
|
+20%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$46.1M
|
+$14.4M
|
+251,974
|
+46%
|
|
|
19
|
|
$45.1M
|
+$44.5M
|
+780,513
|
New
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$44.3M
|
+$2.91M
|
+51,116
|
+7%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$43.7M
|
-$300K
|
-5,271
|
-0.7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$43.6M
|
+$8.6M
|
+150,965
|
+25%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$43.3M
|
+$8.68M
|
+152,401
|
+26%
|
|
|
24
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$43.1M
|
-$720K
|
-12,630
|
-2%
|
|
|
25
|
Suntrust Banks
Atlanta,
Georgia
|
$42.9M
|
+$7.94M
|
+139,379
|
+23%
|
|
