|
1
|
|
$3.9B
|
-$475M
|
-9,371,274
|
-11%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.75B
|
+$91.6M
|
+1,806,787
|
+6%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.49B
|
+$67.6M
|
+1,333,540
|
+5%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$1.44B
|
+$180M
|
+3,543,291
|
+14%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.26B
|
+$2.54M
|
+50,023
|
+0.2%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$935M
|
-$34.7M
|
-685,001
|
-4%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$892M
|
+$20.5M
|
+403,508
|
+2%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$665M
|
+$72.3M
|
+1,426,351
|
+12%
|
|
|
9
|
|
$622M
|
-$7.92M
|
-156,208
|
-1%
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$576M
|
+$23.1M
|
+455,925
|
+4%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$537M
|
-$21.7M
|
-427,127
|
-4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$449M
|
+$26.1M
|
+514,629
|
+6%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$437M
|
+$33.9M
|
+669,622
|
+8%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$357M
|
-$16.1M
|
-316,736
|
-4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$309M
|
-$12.6M
|
-248,626
|
-4%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$254M
|
-$24.5M
|
-483,147
|
-9%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$253M
|
+$18.4M
|
+362,585
|
+8%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$229M
|
-$292K
|
-5,761
|
-0.1%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$228M
|
+$36.9M
|
+728,049
|
+19%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$209M
|
+$75.2M
|
+1,482,759
|
+56%
|
|
|
21
|
|
$189M
|
+$171M
|
+3,373,000
|
+926%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$187M
|
-$8.1M
|
-159,723
|
-4%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$176M
|
+$24.7M
|
+486,533
|
+16%
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$160M
|
+$5.56M
|
+109,692
|
+4%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$158M
|
+$23M
|
+453,145
|
+17%
|
|
