|
1
|
|
$3.82B
|
-$3.57M
|
-70,527
|
-0.1%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.67B
|
+$48.6M
|
+959,101
|
+3%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$1.61B
|
+$50.9M
|
+1,003,475
|
+3%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$1.61B
|
+$79.7M
|
+1,571,716
|
+5%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.28B
|
-$32.3M
|
-637,648
|
-2%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$919M
|
+$3.85M
|
+75,969
|
+0.4%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$791M
|
+$46.9M
|
+925,761
|
+6%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$704M
|
-$173M
|
-3,405,459
|
-20%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$676M
|
-$30.7M
|
-605,490
|
-4%
|
|
|
10
|
|
$665M
|
+$38.3M
|
+755,730
|
+6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$608M
|
+$214M
|
+4,218,051
|
+55%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$506M
|
+$26.9M
|
+531,305
|
+6%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$500M
|
-$22.9M
|
-451,458
|
-4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$465M
|
-$13.8M
|
-271,419
|
-3%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$305M
|
+$16.2M
|
+319,977
|
+6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$290M
|
-$26M
|
-513,732
|
-8%
|
|
|
17
|
Franklin Resources
San Mateo,
California
|
$269M
|
+$41.5M
|
+818,486
|
+18%
|
|
|
18
|
Aspiriant LLC
Los Angeles,
California
|
$266M
|
-$1.38M
|
-27,257
|
-0.5%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$255M
|
+$22M
|
+433,676
|
+10%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$211M
|
+$6.48M
|
+127,921
|
+3%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$196M
|
+$7.36M
|
+145,206
|
+4%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$185M
|
+$13.4M
|
+265,307
|
+8%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$175M
|
+$2.1M
|
+41,437
|
+1%
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$167M
|
+$4.57M
|
+90,216
|
+3%
|
|
|
25
|
|
$165M
|
+$3.75M
|
+73,945
|
+2%
|
|
