|
1
|
Bank of America
Charlotte,
North Carolina
|
$26B
|
+$440M
|
+2,340,458
|
+2%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.6B
|
+$246M
|
+1,306,280
|
+2%
|
|
|
3
|
|
$6.34B
|
-$7.73M
|
-41,121
|
-0.1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.87B
|
-$303M
|
-1,612,916
|
-7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.41B
|
-$180M
|
-959,013
|
-7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$2.14B
|
+$13.2M
|
+70,343
|
+0.6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.05B
|
+$29.8M
|
+158,367
|
+1%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$1.67B
|
+$157M
|
+836,994
|
+11%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.57B
|
+$101M
|
+536,461
|
+7%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$1.51B
|
+$1.49B
|
+7,915,910
|
New
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.42B
|
+$20M
|
+106,126
|
+1%
|
|
|
12
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.36B
|
+$116M
|
+617,155
|
+9%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.22B
|
+$29.2M
|
+155,177
|
+2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.1B
|
+$44.9M
|
+238,613
|
+4%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.06B
|
+$19.9M
|
+106,000
|
+2%
|
|
|
16
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$997M
|
-$5.33M
|
-28,348
|
-0.5%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$966M
|
+$63M
|
+335,023
|
+7%
|
|
|
18
|
|
$950M
|
-$19.9M
|
-106,045
|
-2%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$864M
|
-$922K
|
-4,902
|
-0.1%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$824M
|
+$207M
|
+1,101,815
|
+34%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$810M
|
-$11.7M
|
-62,253
|
-1%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$782M
|
+$42.8M
|
+227,315
|
+6%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$719M
|
+$20.6M
|
+109,590
|
+3%
|
|
|
24
|
|
$716M
|
+$42.6M
|
+226,579
|
+6%
|
|
|
25
|
RWA Wealth Partners
Newton,
Massachusetts
|
$701M
|
-$12.3M
|
-65,242
|
-2%
|
|
