|
1
|
Bank of America
Charlotte,
North Carolina
|
$610M
|
+$44.6M
|
+1,230,889
|
+8%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$223M
|
+$15M
|
+413,941
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$221M
|
+$28.4M
|
+782,479
|
+15%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$187M
|
+$28.1M
|
+774,168
|
+18%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$123M
|
+$31.3M
|
+863,078
|
+34%
|
|
|
6
|
|
$83.9M
|
+$83.5M
|
+2,302,506
|
New
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
$83.3M
|
-$4.98M
|
-137,534
|
-6%
|
|
|
8
|
Bank of New York Mellon
New York
|
$61.5M
|
-$17.6M
|
-485,891
|
-22%
|
|
|
9
|
|
$39.4M
|
-$862K
|
-23,794
|
-2%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$34.8M
|
+$1.47M
|
+40,573
|
+4%
|
|
|
11
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$33.4M
|
+$830K
|
+22,888
|
+3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$30.3M
|
-$377K
|
-10,412
|
-1%
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
$29M
|
-$773K
|
-21,333
|
-3%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$28.8M
|
-$2.03K
|
-56
|
-0%
|
|
|
15
|
Insight Wealth Strategies
San Ramon,
California
|
$28.4M
|
+$10.1M
|
+278,223
|
+56%
|
|
|
16
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$27.3M
|
+$1.23M
|
+34,056
|
+5%
|
|
|
17
|
|
$26.7M
|
+$6.08M
|
+167,790
|
+30%
|
|
|
18
|
United Services Automobile Association
San Antonio,
Texas
|
$26.6M
|
-$4.98M
|
-137,534
|
-16%
|
|
|
19
|
1900 Wealth Management
San Antonio,
Texas
|
$25.6M
|
-$1.49M
|
-41,003
|
-6%
|
|
|
20
|
SVB Wealth
Boston,
Massachusetts
|
$24.7M
|
+$1.86M
|
+51,433
|
+8%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$21.2M
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.1M
|
+$3.59M
|
+99,140
|
+21%
|
|
|
23
|
Evensky & Katz
Coral Gables,
Florida
|
$21.1M
|
+$601K
|
+16,586
|
+3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.7M
|
+$4.5M
|
+124,204
|
+28%
|
|
|
25
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$20.6M
|
+$20.5M
|
+566,255
|
New
|
|
