|
1
|
Wells Fargo
San Francisco,
California
|
$549M
|
+$153M
|
+1,451,909
|
+39%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$461M
|
-$8.05M
|
-76,680
|
-2%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$440M
|
+$77M
|
+733,302
|
+22%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$424M
|
-$11.7M
|
-111,001
|
-3%
|
|
|
5
|
Wealthcare Capital Management
Richmond,
Virginia
|
$307M
|
-$11.1M
|
-105,577
|
-4%
|
|
|
6
|
Windhaven Investment Management
Boston,
Massachusetts
|
$243M
|
-$40M
|
-380,785
|
-14%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$196M
|
+$37.7M
|
+359,301
|
+24%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$157M
|
+$2.31M
|
+21,985
|
+2%
|
|
|
9
|
|
$109M
|
-$16.9M
|
-160,687
|
-13%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$109M
|
+$45.3M
|
+431,741
|
+72%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$98M
|
+$25.5M
|
+242,754
|
+35%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$92.3M
|
+$27M
|
+256,961
|
+42%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$78.9M
|
+$10.3M
|
+97,653
|
+15%
|
|
|
14
|
1607 Capital Partners
Richmond,
Virginia
|
$64.7M
|
+$13.2M
|
+125,900
|
+26%
|
|
|
15
|
Synovus Financial
Columbus,
Georgia
|
$61.4M
|
+$3.29M
|
+31,308
|
+6%
|
|
|
16
|
Cedar Capital
Barrington,
Illinois
|
$58.7M
|
+$58.1M
|
+553,326
|
+24,237%
|
|
|
17
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$53.7M
|
-$626K
|
-5,964
|
-1%
|
|
|
18
|
Peavine Capital
Reno,
Nevada
|
$51.8M
|
+$5.43M
|
+51,711
|
+12%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$51M
|
+$5.72M
|
+54,482
|
+13%
|
|
|
20
|
|
$49.7M
|
+$49.1M
|
+467,647
|
+16,455%
|
|
|
21
|
|
$45M
|
–
|
–
|
–
|
|
|
22
|
BNP Paribas Financial Markets
Paris,
France
|
$40.3M
|
+$19M
|
+180,417
|
+89%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$34.8M
|
+$3.04M
|
+28,927
|
+10%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32.5M
|
-$5.54M
|
-52,714
|
-15%
|
|
|
25
|
Financial Advisory Group
Houston,
Texas
|
$31.7M
|
+$4.04M
|
+38,424
|
+15%
|
|
