|
1
|
|
$5.26B
|
+$275M
|
+5,461,346
|
+6%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.84B
|
+$45.5M
|
+903,850
|
+3%
|
|
|
3
|
|
$1.27B
|
+$109M
|
+2,173,235
|
+9%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.26B
|
-$53.8M
|
-1,068,772
|
-4%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$1.24B
|
+$121M
|
+2,396,916
|
+11%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$1.21B
|
+$95.1M
|
+1,889,400
|
+8%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$1.16B
|
-$50.5M
|
-1,003,533
|
-4%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$1.03B
|
+$8.32M
|
+165,415
|
+0.8%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$772M
|
-$6.53M
|
-129,707
|
-0.8%
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$703M
|
-$14.2M
|
-283,186
|
-2%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$679M
|
-$17.8M
|
-353,702
|
-3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$678M
|
+$24.8M
|
+492,857
|
+4%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$606M
|
+$67.4M
|
+1,339,839
|
+13%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$514M
|
+$32.1M
|
+637,405
|
+7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$459M
|
+$82.4M
|
+1,637,385
|
+22%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$350M
|
+$63M
|
+1,251,278
|
+22%
|
|
|
17
|
|
$337M
|
+$6.77M
|
+134,551
|
+2%
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$315M
|
+$9.48M
|
+188,310
|
+3%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$282M
|
+$11.7M
|
+232,640
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$234M
|
-$175K
|
-3,485
|
-0.1%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$216M
|
+$9.05M
|
+179,816
|
+4%
|
|
|
22
|
Vanguard Group
Malvern,
Pennsylvania
|
$208M
|
+$20M
|
+397,257
|
+11%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$207M
|
+$118M
|
+2,335,633
|
+132%
|
|
|
24
|
|
$203M
|
-$8.85M
|
-175,795
|
-4%
|
|
|
25
|
RWA Wealth Partners
Newton,
Massachusetts
|
$202M
|
+$8.76M
|
+174,072
|
+5%
|
|
