|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.96B
|
-$197M
|
-795,301
|
-3%
|
|
|
2
|
|
$1.98B
|
+$8.59M
|
+34,622
|
+0.4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.55B
|
+$60.3M
|
+242,955
|
+4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.1B
|
-$215M
|
-867,245
|
-17%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.01B
|
+$10.2M
|
+40,988
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$979M
|
-$61.5M
|
-248,084
|
-6%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$812M
|
+$92.4M
|
+372,519
|
+13%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$681M
|
+$31.4M
|
+126,497
|
+5%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$672M
|
-$1.07B
|
-4,325,503
|
-62%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$639M
|
+$30.9M
|
+124,673
|
+5%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$595M
|
-$242K
|
-974
|
-0%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$578M
|
-$9.07M
|
-36,587
|
-2%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$565M
|
+$2.08M
|
+8,387
|
+0.4%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$500M
|
-$118K
|
-476
|
-0%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$494M
|
+$6.05M
|
+24,391
|
+1%
|
|
|
16
|
Charles Schwab
San Francisco,
California
|
$479M
|
-$32.9M
|
-132,724
|
-7%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$464M
|
+$28.3M
|
+114,046
|
+7%
|
|
|
18
|
Bank of New York Mellon
New York
|
$456M
|
-$6.68M
|
-26,922
|
-1%
|
|
|
19
|
|
$428M
|
-$6.63M
|
-26,740
|
-2%
|
|
|
20
|
Wealthfront Advisers
Palo Alto,
California
|
$381M
|
+$7.38M
|
+29,771
|
+2%
|
|
|
21
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$323M
|
+$22M
|
+88,864
|
+8%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$292M
|
+$8.52M
|
+34,352
|
+3%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$292M
|
-$1.29M
|
-5,185
|
-0.5%
|
|
|
24
|
Wellington Management Group
Boston,
Massachusetts
|
$287M
|
-$33M
|
-133,128
|
-11%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$286M
|
+$235M
|
+947,832
|
+534%
|
|
