|
1
|
Bank of America
Charlotte,
North Carolina
|
$735M
|
+$16.3M
|
+415,053
|
+2%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$291M
|
+$8.69M
|
+221,735
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$291M
|
+$25.7M
|
+656,065
|
+10%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$261M
|
+$20.5M
|
+523,643
|
+9%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$189M
|
+$10.3M
|
+264,158
|
+6%
|
|
|
6
|
|
$94.1M
|
-$417K
|
-10,647
|
-0.4%
|
|
|
7
|
|
$92.9M
|
+$12.8M
|
+327,787
|
+16%
|
|
|
8
|
Victory Capital Management
San Antonio,
Texas
|
$79.5M
|
–
|
–
|
–
|
|
|
9
|
Bank of New York Mellon
New York
|
$65.4M
|
+$1.15M
|
+29,267
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$54.6M
|
+$8.55M
|
+218,263
|
+19%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$46.4M
|
+$3.02M
|
+77,111
|
+7%
|
|
|
12
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$43.5M
|
+$710K
|
+18,133
|
+2%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$39.5M
|
+$1.01M
|
+25,753
|
+3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.9M
|
+$3.15M
|
+80,283
|
+9%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$36.4M
|
+$3.52M
|
+89,771
|
+11%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$35.3M
|
+$8M
|
+204,228
|
+29%
|
|
|
17
|
|
$35M
|
-$4.86M
|
-124,164
|
-12%
|
|
|
18
|
Insight Wealth Strategies
San Ramon,
California
|
$29.3M
|
-$670K
|
-17,090
|
-2%
|
|
|
19
|
SVB Wealth
Boston,
Massachusetts
|
$29.1M
|
-$1.38M
|
-35,109
|
-5%
|
|
|
20
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$28.5M
|
-$3.5M
|
-89,458
|
-11%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$28.5M
|
-$1.47M
|
-37,488
|
-5%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.3M
|
+$3.6M
|
+91,910
|
+15%
|
|
|
23
|
1900 Wealth Management
San Antonio,
Texas
|
$26.9M
|
+$1.68M
|
+42,818
|
+7%
|
|
|
24
|
Palladium Partners
Norfolk,
Virginia
|
$26.3M
|
+$1.92M
|
+49,055
|
+8%
|
|
|
25
|
Evensky & Katz
Coral Gables,
Florida
|
$25.4M
|
+$823K
|
+21,017
|
+3%
|
|
