|
1
|
Bank of America
Charlotte,
North Carolina
|
$893M
|
+$47.9M
|
+938,789
|
+6%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$319M
|
+$66.6M
|
+1,306,746
|
+26%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$166M
|
+$13.9M
|
+271,992
|
+9%
|
|
|
4
|
American Family Investments
Madison,
Wisconsin
|
$149M
|
+$148M
|
+2,907,018
|
New
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$128M
|
+$111M
|
+2,172,057
|
+663%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$104M
|
+$4.05M
|
+79,434
|
+4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$96.2M
|
-$665K
|
-13,036
|
-0.7%
|
|
|
8
|
|
$84.1M
|
+$49.9M
|
+979,189
|
+147%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$67.2M
|
+$3.21M
|
+63,008
|
+5%
|
|
|
10
|
|
$66.3M
|
-$8.83M
|
-173,260
|
-12%
|
|
|
11
|
Forum Financial Management
Lombard,
Illinois
|
$64M
|
-$1.27M
|
-24,945
|
-2%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$63.6M
|
-$5.96M
|
-116,843
|
-9%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.8M
|
-$381K
|
-7,469
|
-0.8%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$43.4M
|
+$2.72M
|
+53,259
|
+7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$41.7M
|
+$3.09M
|
+60,710
|
+8%
|
|
|
16
|
Man Group
London,
United Kingdom
|
$33.7M
|
+$22.9M
|
+449,680
|
+215%
|
|
|
17
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$29M
|
-$1.75M
|
-34,394
|
-6%
|
|
|
18
|
Regions Financial Corp
Birmingham,
Alabama
|
$26.9M
|
-$318K
|
-6,237
|
-1%
|
|
|
19
|
Prudential Financial
Newark,
New Jersey
|
$24.5M
|
-$17.7M
|
-347,105
|
-42%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.5M
|
-$3.11M
|
-60,992
|
-11%
|
|
|
21
|
Counterpoint Mutual Funds
San Diego,
California
|
$22.6M
|
+$4.27M
|
+83,670
|
+23%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$19M
|
+$237K
|
+4,644
|
+1%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.3M
|
+$3.01M
|
+59,013
|
+23%
|
|
|
24
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$15.4M
|
-$987K
|
-19,368
|
-6%
|
|
|
25
|
Westwood Holdings Group
Dallas,
Texas
|
$13.1M
|
+$2.75M
|
+53,919
|
+27%
|
|
