|
1
|
Bank of America
Charlotte,
North Carolina
|
$11.1B
|
+$308M
|
+5,747,233
|
+3%
|
|
|
2
|
|
$7.64B
|
+$5.38M
|
+100,425
|
+0.1%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$7.53B
|
-$336M
|
-6,275,864
|
-5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.68B
|
+$51.3M
|
+958,633
|
+1%
|
|
|
5
|
|
$3.75B
|
+$351M
|
+6,556,445
|
+11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.58B
|
-$132M
|
-2,460,596
|
-4%
|
|
|
7
|
Wealthfront Advisers
Palo Alto,
California
|
$3.22B
|
-$204M
|
-3,816,637
|
-6%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.14B
|
-$245M
|
-4,576,542
|
-8%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.81B
|
-$247M
|
-4,603,908
|
-9%
|
|
|
10
|
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
|
$2.75B
|
-$82.6M
|
-1,541,828
|
-3%
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$2.66B
|
+$217M
|
+4,058,815
|
+10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.42B
|
+$68M
|
+1,269,078
|
+3%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$1.75B
|
+$55M
|
+1,027,074
|
+3%
|
|
|
14
|
|
$1.7B
|
-$234M
|
-4,360,668
|
-13%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$1.63B
|
+$10.5M
|
+196,054
|
+0.7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.6B
|
+$57.8M
|
+1,079,039
|
+4%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.56B
|
+$36.2M
|
+675,452
|
+3%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$1.47B
|
-$77.9M
|
-1,454,172
|
-5%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.43B
|
+$231M
|
+4,314,597
|
+21%
|
|
|
20
|
Wealthspire Advisors (New York)
New York
|
$1.3B
|
+$14.6M
|
+272,166
|
+1%
|
|
|
21
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.22B
|
+$91.6M
|
+1,709,170
|
+9%
|
|
|
22
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.13B
|
-$130M
|
-2,433,130
|
-11%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$1.13B
|
+$137M
|
+2,559,777
|
+14%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.07B
|
+$5.58M
|
+104,185
|
+0.6%
|
|
|
25
|
|
$997M
|
+$45.5M
|
+849,179
|
+5%
|
|
