|
1
|
|
$3.75B
|
-$113M
|
-2,267,569
|
-3%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.59B
|
-$145M
|
-2,891,406
|
-8%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$1.53B
|
+$1.53B
|
+30,556,219
|
New
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$1.5B
|
+$80.5M
|
+1,609,840
|
+6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.28B
|
+$39.9M
|
+796,659
|
+3%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$897M
|
+$12.8M
|
+255,949
|
+1%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$860M
|
-$65.7M
|
-1,312,898
|
-7%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$729M
|
+$70.5M
|
+1,409,611
|
+11%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$693M
|
+$122M
|
+2,441,163
|
+21%
|
|
|
10
|
|
$614M
|
-$2.53M
|
-50,496
|
-0.4%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$513M
|
-$18.9M
|
-378,064
|
-4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$470M
|
+$36.6M
|
+731,432
|
+8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$470M
|
+$25.2M
|
+502,858
|
+6%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$384M
|
+$30.7M
|
+612,792
|
+9%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$310M
|
+$3.9M
|
+77,959
|
+1%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$281M
|
+$32.1M
|
+640,552
|
+13%
|
|
|
17
|
Aspiriant LLC
Los Angeles,
California
|
$262M
|
+$9.97M
|
+199,173
|
+4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$228M
|
+$21.7M
|
+434,513
|
+11%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$226M
|
-$537K
|
-10,723
|
-0.2%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$201M
|
-$25.8M
|
-516,404
|
-11%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$185M
|
+$10.2M
|
+204,182
|
+6%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$169M
|
-$15.9M
|
-318,384
|
-9%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$168M
|
+$11.4M
|
+228,758
|
+7%
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$160M
|
+$1.1M
|
+21,917
|
+0.7%
|
|
|
25
|
|
$158M
|
+$1.57M
|
+31,394
|
+1%
|
|
