|
1
|
Bank of America
Charlotte,
North Carolina
|
$395M
|
+$30.5M
|
+1,092,013
|
+9%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$140M
|
-$2.06M
|
-73,642
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$115M
|
-$17.2M
|
-616,792
|
-14%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$111M
|
+$31.6M
|
+1,129,170
|
+43%
|
|
|
5
|
Bank of New York Mellon
New York
|
$64.5M
|
+$19.5M
|
+696,722
|
+47%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$30.3M
|
+$4.36M
|
+156,042
|
+18%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$28.8M
|
+$27.4M
|
+978,216
|
New
|
|
|
8
|
|
$25.5M
|
-$277K
|
-9,919
|
-1%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$20.7M
|
+$1.6M
|
+57,346
|
+9%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$20.4M
|
+$15.1M
|
+539,068
|
+347%
|
|
|
11
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$19.9M
|
+$16M
|
+572,463
|
+555%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$17.6M
|
+$8.84M
|
+316,263
|
+112%
|
|
|
13
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$16.7M
|
+$15.8M
|
+566,445
|
New
|
|
|
14
|
Richard P. Slaughter Associates
Austin,
Texas
|
$15.8M
|
+$10.1M
|
+362,385
|
+206%
|
|
|
15
|
Evensky & Katz
Coral Gables,
Florida
|
$15.8M
|
+$124K
|
+4,445
|
+0.8%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
+$4.96M
|
+177,246
|
+54%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.7M
|
-$252K
|
-9,025
|
-2%
|
|
|
18
|
SVB Wealth
Boston,
Massachusetts
|
$14.5M
|
+$6.68M
|
+238,789
|
+94%
|
|
|
19
|
Insight Wealth Strategies
San Ramon,
California
|
$13.1M
|
+$2.05M
|
+73,301
|
+20%
|
|
|
20
|
Victory Capital Management
San Antonio,
Texas
|
$13.1M
|
–
|
–
|
–
|
|
|
21
|
United Services Automobile Association
San Antonio,
Texas
|
$12.7M
|
+$12M
|
+430,490
|
New
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.7M
|
-$419K
|
-14,971
|
-3%
|
|
|
23
|
Ackerman Capital Advisors
Dallas,
Texas
|
$12.2M
|
+$3.51M
|
+125,698
|
+44%
|
|
|
24
|
Epstein & White Financial
San Diego,
California
|
$10.9M
|
+$954K
|
+34,116
|
+10%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.2M
|
+$5.05M
|
+180,543
|
+108%
|
|
