|
1
|
Bank of America
Charlotte,
North Carolina
|
$23.4B
|
+$384M
|
+4,735,776
|
+2%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$19.2B
|
+$2.03B
|
+25,001,238
|
+12%
|
|
|
3
|
|
$7.02B
|
-$189M
|
-2,326,974
|
-3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.73B
|
-$323M
|
-3,977,460
|
-8%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$3.17B
|
-$157M
|
-1,930,650
|
-5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.74B
|
-$92.4M
|
-1,138,236
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.68B
|
+$11.8M
|
+144,876
|
+0.4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.11B
|
+$53.8M
|
+663,018
|
+3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$1.9B
|
+$8.87M
|
+109,350
|
+0.5%
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.76B
|
+$43.7M
|
+538,560
|
+3%
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$1.69B
|
+$1.69B
|
+20,785,380
|
New
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$1.62B
|
+$382M
|
+4,713,114
|
+31%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$1.4B
|
+$776M
|
+9,562,692
|
+113%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$1.26B
|
-$15.7M
|
-193,998
|
-1%
|
|
|
15
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$1.21B
|
-$21.3M
|
-262,560
|
-2%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.12B
|
-$20.4M
|
-251,280
|
-2%
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.09B
|
+$38.7M
|
+476,832
|
+4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.07B
|
+$6.73M
|
+82,890
|
+0.6%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.04B
|
+$23.6M
|
+291,060
|
+2%
|
|
|
20
|
Bank of New York Mellon
New York
|
$934M
|
-$8.59M
|
-105,852
|
-0.9%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$894M
|
+$21.1M
|
+260,088
|
+2%
|
|
|
22
|
Align Financial
Hermantown,
Minnesota
|
$878M
|
+$427M
|
+5,265,960
|
New
|
|
|
23
|
|
$875M
|
+$25.7M
|
+316,326
|
+3%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$865M
|
-$294K
|
-3,624
|
-0%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$855M
|
-$11.9M
|
-146,892
|
-1%
|
|
