|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$917M
|
+$472M
|
+2,851,926
|
+100%
|
|
|
2
|
|
$510M
|
+$2.74M
|
+16,579
|
+0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$496M
|
-$7.73M
|
-46,725
|
-1%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$372M
|
+$41.3M
|
+249,530
|
+12%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$363M
|
+$277M
|
+1,672,957
|
+287%
|
|
|
6
|
|
$322M
|
+$139M
|
+843,155
|
+73%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$311M
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$272M
|
+$56.4M
|
+341,234
|
+25%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$256M
|
-$21.2M
|
-128,238
|
-7%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$251M
|
+$52.2M
|
+315,538
|
+25%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$234M
|
+$6.8M
|
+41,137
|
+3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$218M
|
-$22.8M
|
-137,624
|
-9%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$203M
|
-$6.74M
|
-40,792
|
-3%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$169M
|
-$10.8M
|
-65,362
|
-6%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$134M
|
+$33.8M
|
+204,460
|
+33%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$134M
|
+$18.1M
|
+109,286
|
+15%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$126M
|
+$13.3M
|
+80,183
|
+11%
|
|
|
18
|
State of Michigan Retirement System
Lansing,
Michigan
|
$120M
|
+$10.3M
|
+62,590
|
+9%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$117M
|
+$4.62M
|
+27,926
|
+4%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$112M
|
-$10.7M
|
-64,608
|
-9%
|
|
|
21
|
Oxford Financial Group
Carmel,
Indiana
|
$106M
|
+$2.3M
|
+13,932
|
+2%
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$102M
|
+$7.48M
|
+45,268
|
+8%
|
|
|
23
|
Victory Capital Management
San Antonio,
Texas
|
$94.6M
|
-$13.7M
|
-82,967
|
-12%
|
|
|
24
|
United Services Automobile Association
San Antonio,
Texas
|
$94.6M
|
-$12.6M
|
-76,208
|
-11%
|
|
|
25
|
|
$93.3M
|
-$478K
|
-2,889
|
-0.5%
|
|
