|
1
|
Wells Fargo
San Francisco,
California
|
$6.93B
|
+$215M
|
+3,269,352
|
+3%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.86B
|
+$690M
|
+10,514,652
|
+14%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.83B
|
+$165M
|
+2,517,720
|
+4%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$2.35B
|
+$51.1M
|
+778,072
|
+2%
|
|
|
5
|
|
$2.25B
|
+$2.61M
|
+39,744
|
+0.1%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.88B
|
+$127M
|
+1,928,640
|
+8%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$1.84B
|
+$100M
|
+1,530,428
|
+6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.59B
|
+$13.6M
|
+207,000
|
+0.9%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$1.19B
|
+$1.07B
|
+16,356,400
|
+2,677%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$972M
|
+$22.3M
|
+340,040
|
+3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$898M
|
+$7.25M
|
+110,500
|
+0.9%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$830M
|
-$968K
|
-14,740
|
-0.1%
|
|
|
13
|
Natixis Advisors
Boston,
Massachusetts
|
$773M
|
+$87.5M
|
+1,333,704
|
+14%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$718M
|
+$658M
|
+10,025,408
|
+4,275%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$648M
|
-$9.65M
|
-147,084
|
-2%
|
|
|
16
|
|
$601M
|
-$40.2M
|
-612,692
|
-7%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$478M
|
+$42.2M
|
+642,840
|
+10%
|
|
|
18
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$466M
|
+$18.1M
|
+275,640
|
+4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$438M
|
+$6.57M
|
+100,036
|
+2%
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$426M
|
-$40.1M
|
-610,752
|
-9%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$400M
|
+$8.59M
|
+130,904
|
+2%
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$371M
|
-$5.11M
|
-77,884
|
-1%
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
$341M
|
+$26M
|
+395,336
|
+9%
|
|
|
24
|
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
$339M
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$331M
|
-$11.7M
|
-178,372
|
-4%
|
|
