|
1
|
Bank of America
Charlotte,
North Carolina
|
$438M
|
+$18.4M
|
+535,868
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$324M
|
-$21.1M
|
-614,170
|
-6%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$271M
|
-$10.6M
|
-307,218
|
-4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$233M
|
+$20.4M
|
+594,278
|
+10%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$218M
|
+$27.1M
|
+789,894
|
+15%
|
|
|
6
|
|
$218M
|
+$207M
|
+6,015,821
|
+3,985%
|
|
|
7
|
|
$202M
|
+$29.2M
|
+849,730
|
+17%
|
|
|
8
|
Richard Bernstein Advisors
New York
|
$174M
|
+$7.63M
|
+222,321
|
+5%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$97.5M
|
-$605K
|
-17,613
|
-0.6%
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$86.7M
|
+$29.6M
|
+861,269
|
+54%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$77.4M
|
+$7.17M
|
+208,899
|
+11%
|
|
|
12
|
Empirical Wealth Management
Seattle,
Washington
|
$72.5M
|
+$4.28M
|
+124,679
|
+6%
|
|
|
13
|
Victory Capital Management
San Antonio,
Texas
|
$71.3M
|
–
|
–
|
–
|
|
|
14
|
Unison Advisors
Washington,
District of Columbia
|
$70.7M
|
+$10.5M
|
+304,441
|
+18%
|
|
|
15
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$65.2M
|
+$2.21M
|
+64,241
|
+4%
|
|
|
16
|
Balentine LLC
Atlanta,
Georgia
|
$51.8M
|
+$12.4M
|
+361,946
|
+33%
|
|
|
17
|
Carlson Capital Management
Northfield,
Minnesota
|
$49.6M
|
+$1,000K
|
+29,110
|
+2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$49.1M
|
+$8.2M
|
+238,838
|
+21%
|
|
|
19
|
Bogart Wealth LLC
Mclean,
Virginia
|
$47.9M
|
+$46.6M
|
+1,358,137
|
+1,269,287%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.6M
|
+$15.6M
|
+453,852
|
+52%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43.6M
|
+$3.97M
|
+115,654
|
+10%
|
|
|
22
|
Bank of New York Mellon
New York
|
$42.2M
|
+$211K
|
+6,148
|
+0.5%
|
|
|
23
|
Charles Schwab
San Francisco,
California
|
$40.6M
|
+$15.7M
|
+456,889
|
+66%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$39.4M
|
+$14.6M
|
+425,159
|
+62%
|
|
|
25
|
|
$36.2M
|
-$150K
|
-4,355
|
-0.4%
|
|
