|
1
|
Bank of America
Charlotte,
North Carolina
|
$389M
|
+$11.1M
|
+91,833
|
+3%
|
|
|
2
|
|
$348M
|
-$61M
|
-503,089
|
-15%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$311M
|
–
|
–
|
–
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$284M
|
-$4.52M
|
-37,244
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$265M
|
-$269M
|
-2,213,446
|
-51%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$237M
|
-$52.5M
|
-432,465
|
-19%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$227M
|
+$55.2M
|
+455,230
|
+34%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$194M
|
-$14.2M
|
-116,894
|
-7%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$182M
|
-$2.33M
|
-19,210
|
-1%
|
|
|
10
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$181M
|
+$10.4M
|
+85,500
|
+6%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$169M
|
+$32.9M
|
+271,192
|
+25%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$167M
|
-$42.3M
|
-348,949
|
-21%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$150M
|
+$9.18M
|
+75,622
|
+7%
|
|
|
14
|
|
$147M
|
-$143M
|
-1,178,448
|
-50%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$139M
|
-$43.7M
|
-360,285
|
-25%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$94.3M
|
+$3.89M
|
+32,020
|
+5%
|
|
|
17
|
Bank of New York Mellon
New York
|
$91M
|
-$13.4M
|
-110,555
|
-13%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$88.2M
|
+$733K
|
+6,041
|
+0.9%
|
|
|
19
|
Oxford Financial Group
Carmel,
Indiana
|
$81M
|
+$107K
|
+879
|
+0.1%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$80.5M
|
+$7.08M
|
+58,351
|
+10%
|
|
|
21
|
|
$79.1M
|
+$710K
|
+5,849
|
+0.9%
|
|
|
22
|
Victory Capital Management
San Antonio,
Texas
|
$78.4M
|
+$1.54M
|
+12,668
|
+2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$67.9M
|
-$22.3M
|
-183,935
|
-25%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64.8M
|
+$5.71M
|
+47,071
|
+10%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$61.4M
|
+$7.47M
|
+61,547
|
+14%
|
|
