|
1
|
|
$5.3B
|
+$1.5B
|
+30,774,028
|
+40%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.72B
|
+$32.7M
|
+669,274
|
+2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.32B
|
+$34.3M
|
+702,763
|
+3%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$1.21B
|
-$304M
|
-6,228,131
|
-20%
|
|
|
5
|
|
$1.14B
|
+$15.3M
|
+312,466
|
+1%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$1.07B
|
+$6.89M
|
+141,078
|
+0.7%
|
|
|
7
|
Wealthfront Advisers
Palo Alto,
California
|
$1.03B
|
-$97.9M
|
-2,003,754
|
-9%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$971M
|
+$352M
|
+7,215,017
|
+57%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$763M
|
-$25.9M
|
-530,349
|
-3%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$647M
|
+$151M
|
+3,094,388
|
+31%
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$611M
|
+$10.2M
|
+207,882
|
+2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$577M
|
+$5.79M
|
+118,510
|
+1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$476M
|
-$27.9M
|
-570,193
|
-6%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$439M
|
+$18M
|
+368,696
|
+4%
|
|
|
15
|
Franklin Resources
San Mateo,
California
|
$337M
|
-$9.64M
|
-197,395
|
-3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$314M
|
+$22.2M
|
+453,473
|
+8%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$314M
|
+$4.56M
|
+93,349
|
+1%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$247M
|
+$20.3M
|
+415,704
|
+9%
|
|
|
19
|
Aspiriant LLC
Los Angeles,
California
|
$236M
|
-$20.6M
|
-421,789
|
-8%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$215M
|
+$41.7M
|
+852,639
|
+24%
|
|
|
21
|
|
$204M
|
+$2.09M
|
+42,877
|
+1%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$193M
|
+$18.4M
|
+377,275
|
+11%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$181M
|
-$74.6M
|
-1,527,885
|
-29%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$181M
|
-$12.5M
|
-255,113
|
-6%
|
|
|
25
|
RWA Wealth Partners
Newton,
Massachusetts
|
$178M
|
+$10M
|
+205,063
|
+6%
|
|
