|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$943M
|
+$944M
|
+26,493,497
|
+26,493,497%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$813M
|
+$487M
|
+13,665,919
|
+149%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$463M
|
+$22M
|
+616,437
|
+5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$265M
|
+$29.7M
|
+832,356
|
+13%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$240M
|
+$19.6M
|
+550,175
|
+9%
|
|
|
6
|
|
$227M
|
+$22.7M
|
+636,798
|
+11%
|
|
|
7
|
|
$219M
|
-$688K
|
-19,288
|
-0.3%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$209M
|
-$64.4M
|
-1,806,744
|
-24%
|
|
|
9
|
Richard Bernstein Advisors
New York
|
$179M
|
+$3.8M
|
+106,686
|
+2%
|
|
|
10
|
Merriman Wealth Management
Seattle,
Washington
|
$149M
|
+$147M
|
+4,126,549
|
+5,919%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$108M
|
+$20.5M
|
+575,573
|
+23%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$106M
|
+$27.8M
|
+779,708
|
+36%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$97.4M
|
-$976K
|
-27,372
|
-1%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$77.4M
|
+$4.31M
|
+120,959
|
+6%
|
|
|
15
|
Victory Capital Management
San Antonio,
Texas
|
$71.9M
|
–
|
–
|
–
|
|
|
16
|
Unison Advisors
Washington,
District of Columbia
|
$71.6M
|
+$349K
|
+9,788
|
+0.5%
|
|
|
17
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$69.4M
|
+$3.65M
|
+102,316
|
+6%
|
|
|
18
|
Bogart Wealth LLC
Mclean,
Virginia
|
$64.9M
|
+$16.6M
|
+465,234
|
+34%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$60.4M
|
+$16.5M
|
+461,830
|
+37%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$53.9M
|
+$4.34M
|
+121,708
|
+9%
|
|
|
21
|
Balentine LLC
Atlanta,
Georgia
|
$52.8M
|
+$767K
|
+21,514
|
+1%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.2M
|
+$4.2M
|
+117,732
|
+9%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$50.9M
|
+$16.6M
|
+466,913
|
+49%
|
|
|
24
|
Carlson Capital Management
Northfield,
Minnesota
|
$49.8M
|
-$264K
|
-7,411
|
-0.5%
|
|
|
25
|
Bank of New York Mellon
New York
|
$43.1M
|
+$482K
|
+13,515
|
+1%
|
|
