|
1
|
Bank of America
Charlotte,
North Carolina
|
$841M
|
+$56.4M
|
+1,133,993
|
+7%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$252M
|
+$14.5M
|
+291,848
|
+6%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$151M
|
+$4.16M
|
+83,702
|
+3%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$99.8M
|
+$8.45M
|
+169,892
|
+9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$96.5M
|
+$1.05M
|
+21,111
|
+1%
|
|
|
6
|
|
$74.9M
|
+$3.35M
|
+67,247
|
+5%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$69.4M
|
-$16.3M
|
-327,121
|
-19%
|
|
|
8
|
Forum Financial Management
Lombard,
Illinois
|
$65M
|
+$54.6M
|
+1,097,133
|
+610%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$63.7M
|
+$1.71M
|
+34,287
|
+3%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46M
|
-$5.32M
|
-106,968
|
-11%
|
|
|
11
|
Prudential Financial
Newark,
New Jersey
|
$42.1M
|
+$36.2M
|
+726,750
|
+725%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$40.5M
|
-$317K
|
-6,374
|
-0.8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$38.4M
|
+$5.23M
|
+105,041
|
+16%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$35M
|
+$5.86M
|
+117,737
|
+21%
|
|
|
15
|
|
$33.9M
|
-$9.47M
|
-190,380
|
-22%
|
|
|
16
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$30.7M
|
-$1.94M
|
-38,904
|
-6%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.5M
|
-$3.83M
|
-76,908
|
-12%
|
|
|
18
|
Regions Financial Corp
Birmingham,
Alabama
|
$27.1M
|
+$379K
|
+7,610
|
+1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$18.6M
|
+$1.53M
|
+30,734
|
+9%
|
|
|
20
|
Counterpoint Mutual Funds
San Diego,
California
|
$18.2M
|
+$17.8M
|
+358,150
|
New
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$16.7M
|
+$10.2M
|
+205,196
|
+168%
|
|
|
22
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$16.3M
|
+$4.48M
|
+89,992
|
+39%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.6M
|
+$629K
|
+12,646
|
+5%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$14.1M
|
+$10.7M
|
+215,450
|
+350%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.2M
|
+$6.19M
|
+124,509
|
+92%
|
|
