|
1
|
Wells Fargo
San Francisco,
California
|
$372M
|
-$6.72M
|
-62,416
|
-2%
|
|
|
2
|
|
$200M
|
-$4.57M
|
-42,437
|
-2%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$184M
|
+$24.4M
|
+226,297
|
+15%
|
|
|
4
|
|
$145M
|
-$262M
|
-2,434,381
|
-64%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$114M
|
-$1.2M
|
-11,109
|
-1%
|
|
|
6
|
Windhaven Investment Management
Boston,
Massachusetts
|
$93.4M
|
-$9.5M
|
-88,182
|
-9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.7M
|
+$32.3M
|
+299,912
|
+62%
|
|
|
8
|
Allianz Asset Management
Munich,
Germany
|
$75.5M
|
+$45.2M
|
+419,401
|
+143%
|
|
|
9
|
Neuberger Berman Group
New York
|
$64.6M
|
-$34.2M
|
-317,661
|
-34%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$63.6M
|
-$7.33M
|
-68,070
|
-10%
|
|
|
11
|
|
$58.8M
|
+$33.6M
|
+311,996
|
+128%
|
|
|
12
|
|
$57.5M
|
–
|
–
|
–
|
|
|
13
|
PineBridge Investments
New York
|
$50.1M
|
+$51M
|
+473,887
|
New
|
|
|
14
|
Modera Wealth Management
Westwood,
New Jersey
|
$46.4M
|
+$626K
|
+5,813
|
+1%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$42M
|
+$7.75M
|
+71,904
|
+22%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$41.6M
|
+$21.9M
|
+203,649
|
+108%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$41.2M
|
-$14.5M
|
-134,265
|
-26%
|
|
|
18
|
Grimes & Company
Westborough,
Massachusetts
|
$41.2M
|
+$41.9M
|
+389,108
|
New
|
|
|
19
|
Prudential Financial
Newark,
New Jersey
|
$38.5M
|
-$108K
|
-1,000
|
-0.3%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37.6M
|
-$10.6M
|
-98,829
|
-22%
|
|
|
21
|
Wealthfront
Palo Alto,
California
|
$37M
|
+$4.15M
|
+38,519
|
+12%
|
|
|
22
|
BlackRock Group
London,
United Kingdom
|
$36.6M
|
–
|
–
|
–
|
|
|
23
|
|
$36.3M
|
+$10.8M
|
+100,191
|
+41%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.1M
|
+$1M
|
+9,304
|
+3%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$34.4M
|
-$1.8M
|
-16,678
|
-5%
|
|
