|
1
|
Bank of America
Charlotte,
North Carolina
|
$689M
|
+$43.6M
|
+1,129,594
|
+7%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$258M
|
+$22.5M
|
+582,131
|
+10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$242M
|
+$7.45M
|
+193,074
|
+3%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$207M
|
+$9.28M
|
+240,271
|
+5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$145M
|
+$14.7M
|
+379,750
|
+11%
|
|
|
6
|
|
$90.8M
|
+$2.04M
|
+52,809
|
+2%
|
|
|
7
|
|
$70.7M
|
+$29.1M
|
+753,644
|
+70%
|
|
|
8
|
Bank of New York Mellon
New York
|
$67.1M
|
+$2.03M
|
+52,686
|
+3%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$60M
|
-$28.2M
|
-731,370
|
-32%
|
|
|
10
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$41.1M
|
+$5.74M
|
+148,580
|
+16%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$37.6M
|
+$6.93M
|
+179,397
|
+23%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$37.3M
|
+$495K
|
+12,822
|
+1%
|
|
|
13
|
|
$34.1M
|
+$5.86M
|
+151,711
|
+21%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$33.1M
|
+$1.07M
|
+27,643
|
+3%
|
|
|
15
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$32.9M
|
+$11.1M
|
+287,263
|
+51%
|
|
|
16
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$30.1M
|
+$1.25M
|
+32,269
|
+4%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$29.5M
|
-$1.02M
|
-26,537
|
-3%
|
|
|
18
|
Insight Wealth Strategies
San Ramon,
California
|
$28.1M
|
-$1.92M
|
-49,691
|
-6%
|
|
|
19
|
SVB Wealth
Boston,
Massachusetts
|
$28M
|
+$1.83M
|
+47,270
|
+7%
|
|
|
20
|
1900 Wealth Management
San Antonio,
Texas
|
$27.6M
|
+$496K
|
+12,835
|
+2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.6M
|
+$3.69M
|
+95,566
|
+17%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.4M
|
+$3.21M
|
+83,019
|
+14%
|
|
|
23
|
Evensky & Katz
Coral Gables,
Florida
|
$23.9M
|
+$1.57M
|
+40,702
|
+7%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23.2M
|
+$5.77M
|
+149,440
|
+33%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$21.8M
|
+$2.31M
|
+59,772
|
+12%
|
|
