|
1
|
Bank of America
Charlotte,
North Carolina
|
$384M
|
-$167M
|
-5,366,150
|
-31%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$317M
|
-$4.58M
|
-147,534
|
-1%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$258M
|
-$15.7M
|
-503,849
|
-6%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$195M
|
+$23.2M
|
+746,533
|
+14%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$175M
|
+$46.4M
|
+1,494,105
|
+38%
|
|
|
6
|
|
$158M
|
+$69.5M
|
+2,238,313
|
+85%
|
|
|
7
|
Richard Bernstein Advisors
New York
|
$153M
|
-$71.8M
|
-2,311,434
|
-33%
|
|
|
8
|
|
$130M
|
+$75.2M
|
+2,422,111
|
+152%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$90M
|
+$86.4M
|
+2,779,794
|
New
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$65.4M
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$64.3M
|
+$6.34M
|
+204,001
|
+11%
|
|
|
12
|
Empirical Wealth Management
Seattle,
Washington
|
$62.5M
|
+$2.61M
|
+83,893
|
+5%
|
|
|
13
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$57.7M
|
-$469K
|
-15,109
|
-0.8%
|
|
|
14
|
Unison Advisors
Washington,
District of Columbia
|
$55M
|
+$5.26M
|
+169,345
|
+11%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$51.7M
|
+$13.8M
|
+443,347
|
+39%
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
$44.6M
|
+$12.1M
|
+390,952
|
+40%
|
|
|
17
|
Bank of New York Mellon
New York
|
$38.6M
|
-$17.5M
|
-563,152
|
-32%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$37.3M
|
-$9.42M
|
-303,127
|
-21%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.3M
|
+$163K
|
+5,231
|
+0.5%
|
|
|
20
|
Balentine LLC
Atlanta,
Georgia
|
$35.8M
|
+$33.7M
|
+1,084,083
|
+4,781%
|
|
|
21
|
|
$33.3M
|
-$1.34M
|
-42,994
|
-4%
|
|
|
22
|
SVB Wealth
Boston,
Massachusetts
|
$33.3M
|
+$4.39M
|
+141,170
|
+16%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$32.6M
|
+$3.17M
|
+102,101
|
+11%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.1M
|
+$520K
|
+16,725
|
+2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.2M
|
+$1.05M
|
+33,898
|
+4%
|
|
