|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.04B
|
-$780M
|
-4,039,792
|
-15%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.73B
|
-$282M
|
-1,462,286
|
-13%
|
|
|
3
|
|
$1.12B
|
+$39.1M
|
+202,671
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$781M
|
+$16M
|
+82,928
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$604M
|
-$45M
|
-233,181
|
-6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$583M
|
+$22M
|
+113,767
|
+4%
|
|
|
7
|
Bank of New York Mellon
New York
|
$576M
|
-$35.8M
|
-185,615
|
-5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$470M
|
-$7.62M
|
-39,451
|
-1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$419M
|
-$24.2M
|
-125,527
|
-5%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$355M
|
+$32.2M
|
+166,842
|
+9%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$336M
|
-$4.71M
|
-24,396
|
-1%
|
|
|
12
|
|
$322M
|
-$17.4M
|
-90,209
|
-5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$303M
|
-$38.3M
|
-198,490
|
-10%
|
|
|
14
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$284M
|
-$155M
|
-800,213
|
-33%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$277M
|
+$39.4M
|
+204,103
|
+15%
|
|
|
16
|
Wellington Management Group
Boston,
Massachusetts
|
$211M
|
+$115M
|
+597,186
|
+99%
|
|
|
17
|
Wealthfront Advisers
Palo Alto,
California
|
$210M
|
+$13.3M
|
+68,903
|
+6%
|
|
|
18
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$203M
|
+$222M
|
+1,151,976
|
New
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$175M
|
-$5.41M
|
-27,996
|
-3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$168M
|
+$108K
|
+561
|
+0.1%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$155M
|
+$9.29M
|
+48,129
|
+6%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$154M
|
-$14.7M
|
-75,954
|
-8%
|
|
|
23
|
TIAA FSB
Jacksonville,
Florida
|
$148M
|
-$3.16M
|
-16,348
|
-2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$142M
|
-$754K
|
-3,906
|
-0.5%
|
|
|
25
|
State Street
Boston,
Massachusetts
|
$141M
|
+$40.7M
|
+210,701
|
+36%
|
|
