|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$365M
|
-$173M
|
-1,606,071
|
-33%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$311M
|
+$32.1M
|
+298,908
|
+20%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$282M
|
-$41.3M
|
-383,902
|
-13%
|
|
|
4
|
|
$273M
|
-$31.5M
|
-292,584
|
-11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$246M
|
+$18.7M
|
+173,660
|
+9%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$237M
|
+$1.27M
|
+11,808
|
+0.6%
|
|
|
7
|
|
$207M
|
-$74.8M
|
-695,537
|
-27%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$195M
|
-$9.04M
|
-84,107
|
-5%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$168M
|
-$18.1M
|
-168,758
|
-10%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$163M
|
+$22.7M
|
+210,743
|
+17%
|
|
|
11
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$158M
|
-$52.7M
|
-490,000
|
-26%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$151M
|
-$29.7M
|
-275,897
|
-17%
|
|
|
13
|
Bank of New York Mellon
New York
|
$103M
|
-$4.83M
|
-44,977
|
-5%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$91.8M
|
+$7.72M
|
+71,820
|
+10%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$75.1M
|
-$6.05M
|
-56,267
|
-8%
|
|
|
16
|
United Services Automobile Association
San Antonio,
Texas
|
$73.9M
|
–
|
–
|
–
|
|
|
17
|
|
$72.8M
|
+$1.98M
|
+18,439
|
+3%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$69.2M
|
+$6.57M
|
+61,147
|
+11%
|
|
|
19
|
Oxford Financial Group
Carmel,
Indiana
|
$64.9M
|
+$5.26M
|
+48,966
|
+9%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$61M
|
+$599K
|
+5,572
|
+1%
|
|
|
21
|
Diversified Trust
Memphis,
Tennessee
|
$58.5M
|
+$818K
|
+7,607
|
+1%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$53.9M
|
-$6.65M
|
-61,897
|
-11%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$52.8M
|
+$3.15M
|
+29,311
|
+7%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$52.6M
|
+$50.4M
|
+468,864
|
New
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$52.3M
|
-$8.37M
|
-77,896
|
-14%
|
|
