|
1
|
Bank of America
Charlotte,
North Carolina
|
$12.5B
|
+$372M
|
+7,697,814
|
+3%
|
|
|
2
|
|
$8.01B
|
+$3.91B
|
+81,051,492
|
+110%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.98B
|
+$377M
|
+7,811,610
|
+7%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$3.04B
|
-$98.2M
|
-2,034,798
|
-3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.74B
|
-$109M
|
-2,259,438
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.72B
|
+$56.9M
|
+1,178,178
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.43B
|
+$37.6M
|
+778,992
|
+3%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.06B
|
+$13M
|
+269,568
|
+1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$1.04B
|
+$92.3M
|
+1,911,312
|
+11%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.01B
|
+$39.1M
|
+809,046
|
+4%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$923M
|
-$29.9M
|
-619,488
|
-3%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$900M
|
+$17.4M
|
+359,754
|
+2%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$850M
|
+$4.5M
|
+93,174
|
+0.6%
|
|
|
14
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$771M
|
-$1.6M
|
-33,108
|
-0.2%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$752M
|
-$8.72M
|
-180,642
|
-1%
|
|
|
16
|
|
$742M
|
+$236M
|
+4,892,658
|
+52%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$599M
|
-$6.72M
|
-139,176
|
-1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$598M
|
+$9.08M
|
+188,172
|
+2%
|
|
|
19
|
Bank of New York Mellon
New York
|
$571M
|
-$17.9M
|
-371,022
|
-3%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$550M
|
+$30.3M
|
+627,738
|
+6%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$501M
|
-$17.3M
|
-358,416
|
-4%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$486M
|
+$2.67M
|
+55,242
|
+0.6%
|
|
|
23
|
|
$463M
|
+$199M
|
+4,125,372
|
+86%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$432M
|
+$17.9M
|
+371,706
|
+5%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$416M
|
+$24.6M
|
+510,486
|
+7%
|
|
