|
1
|
Bank of America
Charlotte,
North Carolina
|
$479M
|
-$78.7M
|
-2,545,671
|
-13%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$276M
|
+$35.2M
|
+1,138,301
|
+13%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$236M
|
+$20M
|
+647,679
|
+8%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$195M
|
-$21.3M
|
-689,676
|
-9%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$147M
|
+$7.11M
|
+230,031
|
+5%
|
|
|
6
|
TIAA FSB
Jacksonville,
Florida
|
$108M
|
+$15.2M
|
+491,741
|
+14%
|
|
|
7
|
|
$73.5M
|
+$4.79M
|
+154,802
|
+6%
|
|
|
8
|
Victory Capital Management
San Antonio,
Texas
|
$56.1M
|
–
|
–
|
–
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$51.3M
|
+$11.6M
|
+375,826
|
+26%
|
|
|
10
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$49.9M
|
+$240K
|
+7,772
|
+0.4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$49.5M
|
-$2.63M
|
-85,092
|
-5%
|
|
|
12
|
Bank of New York Mellon
New York
|
$48.7M
|
+$6.62K
|
+214
|
+0%
|
|
|
13
|
|
$44.3M
|
-$2.43M
|
-78,634
|
-5%
|
|
|
14
|
Unison Advisors
Washington,
District of Columbia
|
$42.5M
|
+$45.1M
|
+1,458,705
|
+2,093%
|
|
|
15
|
|
$40.5M
|
-$34.9M
|
-1,128,298
|
-44%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$40.4M
|
+$4.41M
|
+142,671
|
+11%
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$32M
|
+$5.44M
|
+175,920
|
+18%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31M
|
+$5.95M
|
+192,469
|
+21%
|
|
|
19
|
Adero Partners
Pleasanton,
California
|
$29.9M
|
+$31.2M
|
+1,009,177
|
+3,338%
|
|
|
20
|
|
$29.8M
|
+$3.47M
|
+112,238
|
+12%
|
|
|
21
|
Carlson Capital Management
Northfield,
Minnesota
|
$27.4M
|
+$28.3M
|
+915,915
|
+1,329%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$25.1M
|
+$2.42M
|
+78,200
|
+9%
|
|
|
23
|
Allen Capital Group
Grand Island,
Nebraska
|
$24.7M
|
+$1.21M
|
+39,129
|
+5%
|
|
|
24
|
MGO One Seven
Beachwood,
Ohio
|
$24.7M
|
+$17.5M
|
+564,710
|
New
|
|
|
25
|
SVB Wealth
Boston,
Massachusetts
|
$24.6M
|
+$3.37M
|
+108,860
|
+14%
|
|
