|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.8B
|
+$240M
|
+3,865,710
|
+1%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$8.85B
|
+$69M
|
+1,113,936
|
+0.8%
|
|
|
3
|
|
$5.3B
|
+$75.1M
|
+1,211,904
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.18B
|
-$27.2M
|
-438,864
|
-0.9%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$3.1B
|
-$196M
|
-3,159,450
|
-6%
|
|
|
6
|
Axiom Advisory
San Diego,
California
|
$2.7B
|
+$229M
|
+3,687,912
|
+9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.22B
|
+$62.6M
|
+1,009,158
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.91B
|
+$17.2M
|
+277,026
|
+0.9%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.42B
|
+$40.9M
|
+659,712
|
+3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.35B
|
+$33.6M
|
+541,758
|
+3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.33B
|
+$11M
|
+178,008
|
+0.9%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$1.22B
|
+$72.3M
|
+1,167,036
|
+7%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$1.1B
|
-$11.5M
|
-186,258
|
-1%
|
|
|
14
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$1.03B
|
+$8.01M
|
+129,282
|
+0.8%
|
|
|
15
|
RWA Wealth Partners
Newton,
Massachusetts
|
$995M
|
-$6.56M
|
-105,792
|
-0.7%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$900M
|
-$3.54M
|
-57,186
|
-0.4%
|
|
|
17
|
Bank of New York Mellon
New York
|
$754M
|
-$23.1M
|
-373,278
|
-3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$737M
|
-$885K
|
-14,286
|
-0.1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$709M
|
+$5.21M
|
+84,120
|
+0.8%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$672M
|
+$1.32M
|
+21,258
|
+0.2%
|
|
|
21
|
Balentine LLC
Atlanta,
Georgia
|
$665M
|
+$4.88M
|
+78,798
|
+0.8%
|
|
|
22
|
|
$645M
|
+$66.4M
|
+1,071,570
|
+12%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$627M
|
+$25.3M
|
+408,816
|
+4%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$619M
|
+$3.42M
|
+55,182
|
+0.6%
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$600M
|
-$1.56M
|
-25,170
|
-0.3%
|
|
