|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$515M
|
-$119M
|
-990,636
|
-19%
|
|
|
2
|
|
$391M
|
+$101M
|
+836,110
|
+34%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$358M
|
+$52.4M
|
+434,417
|
+17%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$311M
|
–
|
–
|
–
|
|
|
5
|
|
$280M
|
+$56.2M
|
+466,608
|
+25%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$276M
|
+$35.1M
|
+291,600
|
+14%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$275M
|
+$36.3M
|
+301,532
|
+15%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$201M
|
+$23.9M
|
+198,331
|
+13%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$198M
|
-$11.4M
|
-94,963
|
-5%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$175M
|
-$1.29M
|
-10,686
|
-0.7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$175M
|
+$14.6M
|
+121,193
|
+9%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$162M
|
+$40.8M
|
+338,308
|
+33%
|
|
|
13
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$162M
|
–
|
–
|
–
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$133M
|
+$12.3M
|
+101,722
|
+10%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$128M
|
+$26.2M
|
+217,206
|
+25%
|
|
|
16
|
Bank of New York Mellon
New York
|
$99.6M
|
-$2.17M
|
-18,021
|
-2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$86.5M
|
+$11.6M
|
+95,971
|
+15%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$83M
|
+$7.62M
|
+63,249
|
+10%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$80.6M
|
+$2.31M
|
+19,174
|
+3%
|
|
|
20
|
Oxford Financial Group
Carmel,
Indiana
|
$76.9M
|
+$910K
|
+7,549
|
+1%
|
|
|
21
|
|
$74.4M
|
-$3.71M
|
-30,750
|
-5%
|
|
|
22
|
Victory Capital Management
San Antonio,
Texas
|
$72.9M
|
+$16.6M
|
+137,812
|
+29%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$69.5M
|
+$7.33M
|
+60,853
|
+12%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$65.6M
|
+$3.43M
|
+28,485
|
+5%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$65.5M
|
-$45M
|
-373,030
|
-40%
|
|
