|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.6B
|
-$603M
|
-12,776,250
|
-5%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.88B
|
-$105M
|
-2,226,798
|
-2%
|
|
|
3
|
|
$3.34B
|
+$99.5M
|
+2,105,700
|
+3%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$2.75B
|
-$94M
|
-1,990,680
|
-3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.5B
|
-$243M
|
-5,136,738
|
-9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.45B
|
-$8.97M
|
-189,954
|
-0.6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.22B
|
+$42.7M
|
+903,384
|
+3%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$918M
|
+$956M
|
+20,234,094
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$847M
|
-$2.08M
|
-44,136
|
-0.2%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$837M
|
-$22.8M
|
-482,664
|
-3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$821M
|
+$12.9M
|
+273,432
|
+2%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$772M
|
+$721M
|
+15,264,906
|
+878%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$740M
|
+$9.45M
|
+200,070
|
+1%
|
|
|
14
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$677M
|
-$11.9M
|
-251,190
|
-2%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$667M
|
+$7.32M
|
+155,058
|
+1%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$531M
|
-$2.76M
|
-58,482
|
-0.5%
|
|
|
17
|
Bank of New York Mellon
New York
|
$517M
|
+$16M
|
+339,498
|
+3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$515M
|
+$6.02M
|
+127,482
|
+1%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$455M
|
+$3.18M
|
+67,284
|
+0.7%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$453M
|
+$13.5M
|
+285,198
|
+3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$438M
|
+$65.1M
|
+1,378,506
|
+17%
|
|
|
22
|
|
$428M
|
+$6.75M
|
+142,878
|
+2%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$423M
|
-$17.8M
|
-377,172
|
-4%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$361M
|
+$18.2M
|
+386,208
|
+5%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$341M
|
-$6.62M
|
-140,094
|
-2%
|
|
