|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.18B
|
-$11M
|
-56,849
|
-0.3%
|
|
|
2
|
|
$1.5B
|
+$17.4M
|
+90,560
|
+1%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.41B
|
+$18.5M
|
+95,988
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$946M
|
+$43.3M
|
+224,843
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$914M
|
+$17.8M
|
+92,176
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$806M
|
+$11.8M
|
+61,160
|
+2%
|
|
|
7
|
Bank of New York Mellon
New York
|
$714M
|
-$7.88M
|
-40,886
|
-1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$693M
|
+$29.8M
|
+154,679
|
+5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$502M
|
-$6.03M
|
-31,318
|
-1%
|
|
|
10
|
|
$453M
|
+$18.9M
|
+98,179
|
+5%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$406M
|
-$2.74M
|
-14,239
|
-0.7%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$396M
|
-$3.77M
|
-19,552
|
-1%
|
|
|
13
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$396M
|
+$36.3M
|
+188,658
|
+11%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$383M
|
+$47.6M
|
+246,854
|
+16%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$359M
|
+$40M
|
+207,768
|
+14%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$313M
|
+$8.62M
|
+44,735
|
+3%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$278M
|
+$15.7M
|
+81,716
|
+7%
|
|
|
18
|
Wealthfront Advisers
Palo Alto,
California
|
$262M
|
-$34.3M
|
-178,066
|
-13%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$255M
|
+$29.2M
|
+151,721
|
+15%
|
|
|
20
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$249M
|
+$33.7M
|
+174,710
|
+18%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$229M
|
+$17.6M
|
+91,088
|
+9%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$209M
|
+$13.5M
|
+70,078
|
+8%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$208M
|
+$3.5M
|
+18,185
|
+2%
|
|
|
24
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$205M
|
+$4.18M
|
+21,681
|
+2%
|
|
|
25
|
Mission Wealth Management
Santa Barbara,
California
|
$190M
|
+$8.5M
|
+44,114
|
+5%
|
|
