|
1
|
|
$2.09B
|
-$382M
|
-3,785,232
|
-15%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$319M
|
-$594K
|
-5,884
|
-0.2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$277M
|
+$32.5M
|
+321,431
|
+13%
|
|
|
4
|
Trek Financial
Scottsdale,
Arizona
|
$253M
|
+$135M
|
+1,334,347
|
+112%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$205M
|
-$61.7M
|
-610,599
|
-23%
|
|
|
6
|
Venturi Wealth Management
Austin,
Texas
|
$197M
|
+$198M
|
+1,963,953
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$190M
|
+$8.71M
|
+86,206
|
+5%
|
|
|
8
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$136M
|
-$6.45M
|
-63,885
|
-4%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$131M
|
+$19.4M
|
+192,441
|
+17%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$130M
|
+$12.3M
|
+122,268
|
+10%
|
|
|
11
|
HB Wealth Management
Atlanta,
Georgia
|
$119M
|
-$17.5M
|
-172,977
|
-13%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$116M
|
+$35M
|
+346,344
|
+43%
|
|
|
13
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$105M
|
+$106M
|
+1,050,400
|
New
|
|
|
14
|
JFG Wealth Management
Denver,
Colorado
|
$103M
|
+$28M
|
+277,057
|
+37%
|
|
|
15
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$99.6M
|
+$100M
|
+994,767
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$85.2M
|
-$606K
|
-5,997
|
-0.7%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$84.7M
|
+$40.4M
|
+400,225
|
+90%
|
|
|
18
|
Allianz Asset Management
Munich,
Germany
|
$79.1M
|
+$909
|
+9
|
+0%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$71.1M
|
+$2.45M
|
+24,248
|
+4%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$63.8M
|
+$32M
|
+317,162
|
+99%
|
|
|
21
|
Mason Investment Advisory Services
Reston,
Virginia
|
$63.3M
|
+$6.33M
|
+62,684
|
+11%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$61.6M
|
-$28.1M
|
-278,214
|
-31%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$56.6M
|
+$57M
|
+564,011
|
+66,432%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$54.7M
|
-$3.19M
|
-31,542
|
-5%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$54.2M
|
-$5.08M
|
-50,292
|
-9%
|
|
