|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$630M
|
+$235M
|
+2,056,969
|
+63%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$311M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$305M
|
+$6.81M
|
+59,509
|
+2%
|
|
|
4
|
|
$289M
|
+$376K
|
+3,284
|
+0.1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$240M
|
-$18.8M
|
-164,071
|
-7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$237M
|
+$28.2M
|
+246,173
|
+14%
|
|
|
7
|
|
$223M
|
+$3.9M
|
+34,057
|
+2%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$208M
|
-$41.2M
|
-359,517
|
-17%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$176M
|
+$3.91M
|
+34,138
|
+2%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$175M
|
-$2.32M
|
-20,233
|
-1%
|
|
|
11
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$161M
|
-$6.3M
|
-55,000
|
-4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$159M
|
-$632K
|
-5,517
|
-0.4%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$125M
|
+$23.4M
|
+204,331
|
+25%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$121M
|
+$64.8M
|
+565,696
|
+125%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$109M
|
+$53.2M
|
+464,752
|
+102%
|
|
|
16
|
PFS Investments
Duluth,
Georgia
|
$105M
|
+$52.6M
|
+459,794
|
+113%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$101M
|
+$44.2M
|
+386,308
|
+82%
|
|
|
18
|
Bank of New York Mellon
New York
|
$101M
|
-$7.24M
|
-63,233
|
-7%
|
|
|
19
|
United Services Automobile Association
San Antonio,
Texas
|
$78.2M
|
–
|
–
|
–
|
|
|
20
|
Cerity Partners OCIO
New York
|
$77.9M
|
+$4.54M
|
+39,671
|
+6%
|
|
|
21
|
|
$77.6M
|
+$651K
|
+5,683
|
+0.9%
|
|
|
22
|
Oxford Financial Group
Carmel,
Indiana
|
$75.5M
|
+$6.74M
|
+58,860
|
+10%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$75M
|
-$4.16M
|
-36,346
|
-5%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$74.6M
|
+$18.1M
|
+158,037
|
+34%
|
|
|
25
|
Horizon Investments
Charlotte,
North Carolina
|
$72.7M
|
+$70.2M
|
+613,140
|
New
|
|
