|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$803M
|
+$364M
|
+3,410,216
|
+83%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$715M
|
+$251M
|
+2,346,424
|
+54%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$576M
|
+$20.9M
|
+196,047
|
+4%
|
|
|
4
|
Wealthcare Capital Management
Richmond,
Virginia
|
$280M
|
-$30.7M
|
-287,082
|
-10%
|
|
|
5
|
Windhaven Investment Management
Boston,
Massachusetts
|
$229M
|
-$16.1M
|
-150,872
|
-7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$229M
|
+$30.7M
|
+287,505
|
+15%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$208M
|
-$221M
|
-2,067,510
|
-51%
|
|
|
8
|
|
$187M
|
+$76.9M
|
+719,947
|
+70%
|
|
|
9
|
Madison Investment Holdings
Madison,
Wisconsin
|
$131M
|
-$27.6M
|
-258,552
|
-17%
|
|
|
10
|
|
$130M
|
+$117M
|
+1,095,634
|
+854%
|
|
|
11
|
|
$119M
|
+$68.7M
|
+643,492
|
+137%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$114M
|
+$20.5M
|
+192,042
|
+22%
|
|
|
13
|
United Services Automobile Association
San Antonio,
Texas
|
$102M
|
-$7.34M
|
-68,761
|
-7%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$86.7M
|
+$7.08M
|
+66,330
|
+9%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$77.1M
|
+$25.8M
|
+241,456
|
+50%
|
|
|
16
|
1607 Capital Partners
Richmond,
Virginia
|
$69.8M
|
+$4.53M
|
+42,450
|
+7%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$65.8M
|
-$33.2M
|
-310,766
|
-33%
|
|
|
18
|
Synovus Financial
Columbus,
Georgia
|
$59M
|
-$3.06M
|
-28,636
|
-5%
|
|
|
19
|
Peavine Capital
Reno,
Nevada
|
$55.1M
|
+$2.83M
|
+26,513
|
+5%
|
|
|
20
|
Cedar Capital
Barrington,
Illinois
|
$52.6M
|
-$6.64M
|
-62,131
|
-11%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$37.3M
|
+$2.25M
|
+21,058
|
+6%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32.8M
|
-$28.7K
|
-269
|
-0.1%
|
|
|
23
|
Financial Advisory Group
Houston,
Texas
|
$32.2M
|
+$285K
|
+2,664
|
+0.9%
|
|
|
24
|
Confluence Investment Management
St. Louis,
Missouri
|
$30.5M
|
+$1.28M
|
+12,015
|
+4%
|
|
|
25
|
|
$28.6M
|
+$5.56M
|
+52,015
|
+24%
|
|
