|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.33B
|
-$128M
|
-688,758
|
-4%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.37B
|
-$375M
|
-2,021,868
|
-21%
|
|
|
3
|
|
$1.17B
|
-$18.3M
|
-98,486
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$782M
|
+$20M
|
+107,837
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$655M
|
+$39.8M
|
+214,916
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$628M
|
+$6.85M
|
+36,981
|
+1%
|
|
|
7
|
Bank of New York Mellon
New York
|
$579M
|
-$19.3M
|
-104,208
|
-3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$533M
|
+$37.9M
|
+204,638
|
+8%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$428M
|
-$34.6M
|
-186,488
|
-7%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$366M
|
+$11.8M
|
+63,551
|
+3%
|
|
|
11
|
|
$356M
|
+$5.48M
|
+29,545
|
+2%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$350M
|
+$1.48M
|
+7,998
|
+0.4%
|
|
|
13
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$320M
|
-$9.14M
|
-49,308
|
-3%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$280M
|
+$288K
|
+1,553
|
+0.1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$273M
|
-$13.5M
|
-72,917
|
-5%
|
|
|
16
|
Wealthfront Advisers
Palo Alto,
California
|
$263M
|
+$32.8M
|
+177,100
|
+14%
|
|
|
17
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$200M
|
+$69.6M
|
+375,672
|
+53%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$185M
|
+$13.1M
|
+70,880
|
+8%
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$178M
|
-$133K
|
-720
|
-0.1%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$172M
|
+$3.56M
|
+19,218
|
+2%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$168M
|
+$1.32M
|
+7,134
|
+0.8%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$167M
|
+$18.5M
|
+99,571
|
+12%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$158M
|
+$5.33M
|
+28,782
|
+3%
|
|
|
24
|
TIAA FSB
Jacksonville,
Florida
|
$152M
|
-$955K
|
-5,153
|
-0.6%
|
|
|
25
|
Wellington Management Group
Boston,
Massachusetts
|
$148M
|
-$65.9M
|
-355,829
|
-31%
|
|
