|
1
|
Bank of America
Charlotte,
North Carolina
|
$461M
|
+$39.9M
|
+1,281,437
|
+10%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$166M
|
+$16.9M
|
+541,379
|
+11%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$135M
|
+$12.5M
|
+401,380
|
+10%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$127M
|
+$8.76M
|
+281,146
|
+7%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$80.7M
|
+$66.4M
|
+2,130,892
|
+478%
|
|
|
6
|
Bank of New York Mellon
New York
|
$68.6M
|
-$122K
|
-3,923
|
-0.2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$42.2M
|
+$9.68M
|
+310,747
|
+30%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$35.3M
|
+$4.59M
|
+147,189
|
+15%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$30.7M
|
+$8.86M
|
+284,272
|
+41%
|
|
|
10
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$28.1M
|
+$10.3M
|
+332,010
|
+59%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$27.2M
|
+$13.7M
|
+438,414
|
+102%
|
|
|
12
|
|
$26M
|
+$17.4M
|
+558,480
|
+205%
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
$23.7M
|
+$1.67M
|
+53,527
|
+8%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$21.9M
|
+$3.15M
|
+101,160
|
+17%
|
|
|
15
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$21.5M
|
+$360K
|
+11,554
|
+2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$21.4M
|
+$5.46M
|
+175,348
|
+35%
|
|
|
17
|
SVB Wealth
Boston,
Massachusetts
|
$17.6M
|
+$2.15M
|
+69,102
|
+14%
|
|
|
18
|
Insight Wealth Strategies
San Ramon,
California
|
$17.5M
|
+$3.49M
|
+111,883
|
+25%
|
|
|
19
|
Evensky & Katz
Coral Gables,
Florida
|
$16.7M
|
-$118K
|
-3,796
|
-0.7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.1M
|
+$84.4K
|
+2,708
|
+0.5%
|
|
|
21
|
Epstein & White Financial
San Diego,
California
|
$14.7M
|
+$3.1M
|
+99,387
|
+27%
|
|
|
22
|
Richard P. Slaughter Associates
Austin,
Texas
|
$14.6M
|
-$2.29M
|
-73,530
|
-14%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13.7M
|
+$266K
|
+8,543
|
+2%
|
|
|
24
|
|
$13.4M
|
-$13.8M
|
-441,519
|
-51%
|
|
|
25
|
Ackerman Capital Advisors
Dallas,
Texas
|
$12.9M
|
-$70.2K
|
-2,254
|
-0.5%
|
|
