|
1
|
Wells Fargo
San Francisco,
California
|
$7.7B
|
+$409M
|
+5,700,336
|
+6%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.73B
|
+$582M
|
+8,109,496
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.13B
|
+$59.6M
|
+830,100
|
+1%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$2.45B
|
-$21.7M
|
-301,680
|
-0.9%
|
|
|
5
|
|
$2.42B
|
+$54.2M
|
+755,036
|
+2%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$1.98B
|
+$48.3M
|
+672,404
|
+3%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.77B
|
-$203M
|
-2,826,132
|
-10%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.63B
|
-$40.1M
|
-558,328
|
-2%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$1.35B
|
+$106M
|
+1,475,192
|
+9%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$988M
|
-$31.5M
|
-438,312
|
-3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$931M
|
+$57.8M
|
+805,128
|
+7%
|
|
|
12
|
Natixis Advisors
Boston,
Massachusetts
|
$905M
|
+$92.1M
|
+1,282,176
|
+12%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$837M
|
-$104M
|
-1,450,996
|
-11%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$781M
|
+$27M
|
+376,136
|
+4%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$681M
|
+$1.17M
|
+16,264
|
+0.2%
|
|
|
16
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$651M
|
+$417M
|
+5,807,556
|
+190%
|
|
|
17
|
|
$617M
|
-$13M
|
-181,512
|
-2%
|
|
|
18
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$543M
|
+$52.6M
|
+732,812
|
+11%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$539M
|
+$36.4M
|
+506,764
|
+7%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$461M
|
+$1.19M
|
+16,640
|
+0.3%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$432M
|
+$11.9M
|
+166,148
|
+3%
|
|
|
22
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$430M
|
-$16.7M
|
-232,920
|
-4%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$390M
|
+$942K
|
+13,120
|
+0.2%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$359M
|
+$80.4M
|
+1,119,188
|
+30%
|
|
|
25
|
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
$355M
|
–
|
–
|
–
|
|
