|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.1B
|
+$353M
|
+6,049,416
|
+2%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$8.59B
|
+$1.57B
|
+26,864,862
|
+24%
|
|
|
3
|
|
$5.09B
|
+$125M
|
+2,141,154
|
+3%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$3.22B
|
-$120M
|
-2,055,522
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.12B
|
-$24.1M
|
-412,710
|
-0.8%
|
|
|
6
|
Axiom Advisory
San Diego,
California
|
$2.32B
|
+$2.29B
|
+39,207,798
|
+6,381%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.1B
|
+$43M
|
+737,016
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.85B
|
+$74M
|
+1,269,450
|
+4%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.34B
|
+$14.3M
|
+245,442
|
+1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.28B
|
+$43.1M
|
+739,896
|
+4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.28B
|
-$10.4M
|
-178,782
|
-0.9%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$1.12B
|
+$24.8M
|
+424,968
|
+2%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$1.08B
|
-$8.51M
|
-145,944
|
-0.8%
|
|
|
14
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$996M
|
+$4.56M
|
+78,234
|
+0.5%
|
|
|
15
|
RWA Wealth Partners
Newton,
Massachusetts
|
$976M
|
+$1.08M
|
+18,522
|
+0.1%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$881M
|
-$16.4M
|
-280,692
|
-2%
|
|
|
17
|
Bank of New York Mellon
New York
|
$758M
|
-$1.03M
|
-17,592
|
-0.1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$719M
|
+$6.5M
|
+111,516
|
+1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$686M
|
+$19.3M
|
+330,846
|
+3%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$654M
|
-$5.17M
|
-88,602
|
-0.8%
|
|
|
21
|
Balentine LLC
Atlanta,
Georgia
|
$643M
|
-$7.88M
|
-135,210
|
-1%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$600M
|
+$6.82M
|
+116,880
|
+1%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$587M
|
-$6.42M
|
-110,136
|
-1%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$585M
|
+$28.2M
|
+484,044
|
+5%
|
|
|
25
|
|
$566M
|
-$2.86M
|
-49,086
|
-0.5%
|
|
