|
1
|
Bank of America
Charlotte,
North Carolina
|
$28.8B
|
+$558M
|
+6,627,636
|
+2%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$18.1B
|
-$1.37B
|
-16,259,860
|
-7%
|
|
|
3
|
|
$7.71B
|
+$29.2M
|
+346,937
|
+0.4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.04B
|
+$537M
|
+6,379,991
|
+12%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$3.35B
|
-$12M
|
-142,409
|
-0.4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.11B
|
-$29.5M
|
-351,154
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.87B
|
+$83.5M
|
+992,725
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.26B
|
-$31.2M
|
-371,185
|
-1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.04B
|
-$36.2M
|
-429,860
|
-2%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$2.01B
|
+$120M
|
+1,422,592
|
+6%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$1.88B
|
+$36.1M
|
+429,122
|
+2%
|
|
|
12
|
TIAA-CREF Individual & Institutional Services
New York
|
$1.76B
|
-$18.6M
|
-221,292
|
-1%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.36B
|
+$1.25B
|
+14,833,065
|
+1,603%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$1.31B
|
-$21.7M
|
-257,401
|
-2%
|
|
|
15
|
Mather Group
Chicago,
Illinois
|
$1.31B
|
+$1.03B
|
+12,265,972
|
+418%
|
|
|
16
|
AllianceBernstein
Nashville,
Tennessee
|
$1.26B
|
+$115M
|
+1,367,999
|
+90%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.26B
|
+$72.4M
|
+860,717
|
+6%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.18B
|
+$21M
|
+249,068
|
+2%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.17B
|
-$7.57M
|
-89,971
|
-0.7%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.16B
|
+$23M
|
+273,806
|
+2%
|
|
|
21
|
|
$992M
|
+$613K
|
+7,288
|
+0.1%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$962M
|
-$18.3M
|
-217,277
|
-2%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$941M
|
+$5.1M
|
+60,630
|
+0.6%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$938M
|
+$19.6M
|
+232,486
|
+2%
|
|
|
25
|
Bank of New York Mellon
New York
|
$916M
|
-$20M
|
-238,232
|
-2%
|
|
