|
1
|
TIAA FSB
Jacksonville,
Florida
|
$728M
|
+$17.3M
|
+289,924
|
+3%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$655M
|
+$22.4M
|
+374,099
|
+4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$567M
|
-$13.6M
|
-227,652
|
-2%
|
|
|
4
|
|
$479M
|
+$7.8M
|
+130,370
|
+2%
|
|
|
5
|
|
$449M
|
+$90.7M
|
+1,516,199
|
+26%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$440M
|
+$33.8M
|
+565,485
|
+9%
|
|
|
7
|
Bank of New York Mellon
New York
|
$182M
|
+$9.9M
|
+165,465
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$177M
|
+$25.9M
|
+433,737
|
+18%
|
|
|
9
|
|
$115M
|
+$3.84M
|
+64,214
|
+4%
|
|
|
10
|
Balentine LLC
Atlanta,
Georgia
|
$98.9M
|
+$1.08M
|
+18,014
|
+1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$91.4M
|
+$6.73M
|
+112,526
|
+8%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$82.3M
|
+$810K
|
+13,539
|
+1%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$80M
|
+$2.46M
|
+41,207
|
+3%
|
|
|
14
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$79.1M
|
-$1.9M
|
-31,756
|
-2%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$78.8M
|
+$2.67M
|
+44,600
|
+4%
|
|
|
16
|
Keel Point
Huntsville,
Alabama
|
$72.3M
|
+$69.7M
|
+1,165,758
|
New
|
|
|
17
|
Natixis Advisors
Boston,
Massachusetts
|
$69.6M
|
-$1.32M
|
-22,097
|
-2%
|
|
|
18
|
Suntrust Banks
Atlanta,
Georgia
|
$62.7M
|
+$16.1M
|
+269,947
|
+36%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$62M
|
+$14.7M
|
+246,002
|
+33%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$56.1M
|
+$8.98M
|
+150,217
|
+20%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$53M
|
-$8.78M
|
-146,754
|
-15%
|
|
|
22
|
IndexIQ Advisors
New York
|
$50.4M
|
+$11.7M
|
+195,077
|
+32%
|
|
|
23
|
|
$48.3M
|
+$14.3M
|
+239,727
|
+44%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$48.2M
|
+$728K
|
+12,172
|
+2%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$48.1M
|
+$1.57M
|
+26,167
|
+3%
|
|
