|
1
|
Bank of America
Charlotte,
North Carolina
|
$553M
|
+$26.1M
|
+779,518
|
+5%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$203M
|
+$13.2M
|
+393,895
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$189M
|
+$32.7M
|
+977,416
|
+23%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$155M
|
+$10.3M
|
+307,026
|
+8%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$89.5M
|
+$38.9M
|
+1,162,270
|
+86%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$86.4M
|
-$5.12M
|
-153,150
|
-6%
|
|
|
7
|
Bank of New York Mellon
New York
|
$77.5M
|
-$506K
|
-15,124
|
-0.7%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$48.9M
|
+$8.18M
|
+244,781
|
+22%
|
|
|
9
|
|
$39.4M
|
+$9.11M
|
+272,524
|
+33%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$32.6M
|
-$2.2M
|
-65,763
|
-7%
|
|
|
11
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$31.9M
|
-$161K
|
-4,804
|
-0.5%
|
|
|
12
|
United Services Automobile Association
San Antonio,
Texas
|
$30.9M
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$30M
|
+$5.32M
|
+159,234
|
+23%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$29.2M
|
+$1.99M
|
+59,667
|
+8%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$28.2M
|
+$3.06M
|
+91,545
|
+13%
|
|
|
16
|
1900 Wealth Management
San Antonio,
Texas
|
$26.5M
|
+$24.9M
|
+743,949
|
New
|
|
|
17
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$25.5M
|
+$930K
|
+27,814
|
+4%
|
|
|
18
|
SVB Wealth
Boston,
Massachusetts
|
$22.4M
|
+$2.13M
|
+63,787
|
+11%
|
|
|
19
|
|
$20.2M
|
+$4.64M
|
+138,822
|
+33%
|
|
|
20
|
Evensky & Katz
Coral Gables,
Florida
|
$20.1M
|
+$986K
|
+29,503
|
+6%
|
|
|
21
|
Insight Wealth Strategies
San Ramon,
California
|
$17.8M
|
-$1.96M
|
-58,490
|
-10%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$17M
|
-$839K
|
-25,087
|
-5%
|
|
|
23
|
Richard P. Slaughter Associates
Austin,
Texas
|
$16.9M
|
+$263K
|
+7,871
|
+2%
|
|
|
24
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$16.4M
|
+$15.4M
|
+460,079
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.9M
|
+$3.56M
|
+106,538
|
+31%
|
|
