|
1
|
Bank of America
Charlotte,
North Carolina
|
$14.5B
|
+$587M
|
+10,682,640
|
+4%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.36B
|
-$249M
|
-4,523,472
|
-4%
|
|
|
3
|
|
$4.56B
|
-$4.13B
|
-75,067,716
|
-49%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$3.08B
|
-$274M
|
-4,987,884
|
-9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.9B
|
-$133M
|
-2,415,690
|
-5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.89B
|
-$6.75M
|
-122,802
|
-0.4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.63B
|
+$38.2M
|
+694,494
|
+3%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.22B
|
+$40.3M
|
+732,198
|
+4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$1.19B
|
+$38.6M
|
+701,154
|
+4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.14B
|
+$21.8M
|
+396,456
|
+2%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$1.01B
|
-$16.3M
|
-296,994
|
-2%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$1B
|
+$5.81M
|
+105,654
|
+0.6%
|
|
|
13
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$912M
|
+$56M
|
+1,018,008
|
+7%
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$897M
|
-$41.9M
|
-761,814
|
-5%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$827M
|
-$5.59M
|
-101,640
|
-0.7%
|
|
|
16
|
Bank of New York Mellon
New York
|
$698M
|
+$63.5M
|
+1,155,498
|
+10%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$655M
|
-$6.19M
|
-112,530
|
-1%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$612M
|
+$3.26M
|
+59,310
|
+0.6%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$607M
|
-$54.2M
|
-984,882
|
-9%
|
|
|
20
|
Balentine LLC
Atlanta,
Georgia
|
$600M
|
+$172M
|
+3,132,798
|
+43%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$546M
|
-$8.13M
|
-147,894
|
-2%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$546M
|
+$7.42M
|
+134,964
|
+1%
|
|
|
23
|
|
$544M
|
+$30.4M
|
+553,188
|
+6%
|
|
|
24
|
|
$524M
|
-$286M
|
-5,198,748
|
-36%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$511M
|
+$31.5M
|
+572,382
|
+7%
|
|
