|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$989M
|
+$103M
|
+2,934,327
|
+11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$750M
|
-$18.8M
|
-535,788
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$409M
|
-$29.8M
|
-849,913
|
-7%
|
|
|
4
|
|
$324M
|
+$122M
|
+3,487,001
|
+57%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$250M
|
-$170K
|
-4,849
|
-0.1%
|
|
|
6
|
|
$208M
|
-$6.82M
|
-194,398
|
-3%
|
|
|
7
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$197M
|
+$205M
|
+5,853,903
|
New
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$188M
|
-$9.28M
|
-264,595
|
-5%
|
|
|
9
|
Richard Bernstein Advisors
New York
|
$150M
|
-$20.5M
|
-584,997
|
-12%
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$116M
|
+$14.8M
|
+421,524
|
+14%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$93.4M
|
+$1.57M
|
+44,624
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$81.5M
|
-$19.2M
|
-547,960
|
-18%
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
$75.9M
|
+$2.93M
|
+83,569
|
+4%
|
|
|
14
|
Victory Capital Management
San Antonio,
Texas
|
$67.8M
|
–
|
–
|
–
|
|
|
15
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$66.5M
|
+$1.11M
|
+31,718
|
+2%
|
|
|
16
|
Unison Advisors
Washington,
District of Columbia
|
$65.4M
|
-$2.33M
|
-66,289
|
-3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$65.1M
|
+$14.9M
|
+423,496
|
+28%
|
|
|
18
|
Bogart Wealth LLC
Mclean,
Virginia
|
$63.2M
|
+$2M
|
+57,072
|
+3%
|
|
|
19
|
|
$55.8M
|
+$28.9M
|
+824,326
|
+99%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.4M
|
-$2.79M
|
-79,413
|
-5%
|
|
|
21
|
Balentine LLC
Atlanta,
Georgia
|
$54M
|
+$4.07M
|
+116,031
|
+8%
|
|
|
22
|
Bank of New York Mellon
New York
|
$50.9M
|
+$10.7M
|
+304,536
|
+25%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$50.2M
|
+$2.26M
|
+64,356
|
+5%
|
|
|
24
|
Catalyst Capital Advisors
Huntington,
New York
|
$50.1M
|
+$52.3M
|
+1,489,784
|
New
|
|
|
25
|
Millburn Ridgefield Corp
New York
|
$50.1M
|
+$52.3M
|
+1,489,784
|
New
|
|
