|
1
|
|
$367M
|
+$83.3M
|
+673,907
|
+24%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$311M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$302M
|
-$32M
|
-258,512
|
-8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$225M
|
+$941K
|
+7,615
|
+0.4%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$195M
|
+$2.61M
|
+21,097
|
+1%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$165M
|
+$24.9M
|
+201,595
|
+15%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$157M
|
-$50.9M
|
-411,836
|
-22%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$151M
|
-$15.9M
|
-128,362
|
-8%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$148M
|
+$95.2M
|
+770,364
|
+123%
|
|
|
10
|
|
$148M
|
+$26.6M
|
+214,999
|
+18%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$145M
|
+$4.16M
|
+33,691
|
+3%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$145M
|
-$10.6M
|
-85,588
|
-6%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$145M
|
+$4.4M
|
+35,636
|
+3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$138M
|
-$120M
|
-967,569
|
-43%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$130M
|
+$14.6M
|
+118,244
|
+11%
|
|
|
16
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$129M
|
-$28.8M
|
-233,000
|
-16%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$74.9M
|
+$20.1M
|
+162,259
|
+30%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$74.6M
|
-$865K
|
-6,995
|
-1%
|
|
|
19
|
Oxford Financial Group
Carmel,
Indiana
|
$73.3M
|
+$5.36M
|
+43,377
|
+7%
|
|
|
20
|
Bank of New York Mellon
New York
|
$69.9M
|
-$8.39M
|
-67,858
|
-9%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$67.6M
|
-$8.36M
|
-67,642
|
-10%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$67M
|
-$1.47M
|
-11,897
|
-2%
|
|
|
23
|
|
$64.3M
|
-$3.25M
|
-26,328
|
-4%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.3M
|
+$85.5M
|
+691,807
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59.5M
|
+$5.28M
|
+42,739
|
+8%
|
|
