|
1
|
Bank of America
Charlotte,
North Carolina
|
$692M
|
+$15.9M
|
+402,370
|
+2%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$272M
|
+$18.5M
|
+468,461
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$255M
|
+$18.6M
|
+470,833
|
+8%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$232M
|
+$29.7M
|
+752,120
|
+14%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$172M
|
+$31.3M
|
+792,839
|
+21%
|
|
|
6
|
|
$91M
|
+$1.82M
|
+46,053
|
+2%
|
|
|
7
|
|
$76.9M
|
+$7.77M
|
+196,473
|
+11%
|
|
|
8
|
Victory Capital Management
San Antonio,
Texas
|
$76.5M
|
+$18.3M
|
+463,777
|
+30%
|
|
|
9
|
Bank of New York Mellon
New York
|
$61.8M
|
-$4.32M
|
-109,275
|
-6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$44.3M
|
+$12.2M
|
+309,792
|
+36%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$41.8M
|
+$5.01M
|
+126,809
|
+13%
|
|
|
12
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$41.2M
|
+$874K
|
+22,109
|
+2%
|
|
|
13
|
|
$38.3M
|
+$5M
|
+126,499
|
+14%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$37.1M
|
+$472K
|
+11,948
|
+1%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$34.5M
|
+$35.3M
|
+893,595
|
+4,999%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.4M
|
+$9.75M
|
+246,703
|
+37%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$31.6M
|
+$10.7M
|
+269,719
|
+48%
|
|
|
18
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$30.8M
|
+$1.3M
|
+32,772
|
+4%
|
|
|
19
|
SVB Wealth
Boston,
Massachusetts
|
$29.3M
|
+$1.88M
|
+47,473
|
+7%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$28.8M
|
-$122K
|
-3,092
|
-0.4%
|
|
|
21
|
Insight Wealth Strategies
San Ramon,
California
|
$28.8M
|
+$1.26M
|
+31,754
|
+4%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.2M
|
+$3.63M
|
+91,722
|
+15%
|
|
|
23
|
1900 Wealth Management
San Antonio,
Texas
|
$24.3M
|
-$2.98M
|
-75,300
|
-11%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.7M
|
-$1.56M
|
-39,439
|
-6%
|
|
|
25
|
Evensky & Katz
Coral Gables,
Florida
|
$23.7M
|
+$176K
|
+4,440
|
+0.7%
|
|
