|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.6B
|
+$678M
|
+13,404,897
|
+8%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$7.03B
|
-$250M
|
-4,934,777
|
-3%
|
|
|
3
|
|
$6.81B
|
-$177M
|
-3,502,207
|
-3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.02B
|
+$33.4M
|
+660,028
|
+0.7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.32B
|
+$2.27M
|
+44,769
|
+0.1%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$3.07B
|
+$90M
|
+1,778,345
|
+3%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.03B
|
+$93.1M
|
+1,840,640
|
+3%
|
|
|
8
|
|
$3.01B
|
-$38.9M
|
-769,125
|
-1%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.77B
|
-$371M
|
-7,341,067
|
-12%
|
|
|
10
|
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
|
$2.53B
|
+$18.3M
|
+362,543
|
+0.7%
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$2.17B
|
+$72.1M
|
+1,425,051
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.09B
|
+$2.05M
|
+40,498
|
+0.1%
|
|
|
13
|
|
$1.74B
|
-$163M
|
-3,225,270
|
-9%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$1.51B
|
+$48.7M
|
+962,693
|
+3%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$1.44B
|
+$177M
|
+3,493,527
|
+14%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$1.38B
|
-$27.4M
|
-540,689
|
-2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.37B
|
-$1.73M
|
-34,183
|
-0.1%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.36B
|
-$1.27M
|
-25,084
|
-0.1%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$1.14B
|
+$599M
|
+11,830,891
|
+111%
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.13B
|
+$7.57M
|
+149,649
|
+0.7%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.05B
|
+$87.8M
|
+1,734,353
|
+9%
|
|
|
22
|
Vanguard Group
Malvern,
Pennsylvania
|
$1B
|
+$45.9M
|
+907,826
|
+5%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$947M
|
+$114M
|
+2,261,959
|
+14%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$939M
|
+$80.7M
|
+1,595,663
|
+9%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$885M
|
+$6.17M
|
+121,888
|
+0.7%
|
|
