|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$714M
|
+$213M
|
+1,453,453
|
+38%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$655M
|
+$234M
|
+1,590,781
|
+50%
|
|
|
3
|
Balentine LLC
Atlanta,
Georgia
|
$607M
|
+$588M
|
+4,003,753
|
+888%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$377M
|
+$60.2M
|
+409,963
|
+17%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$352M
|
+$2.98M
|
+20,325
|
+0.8%
|
|
|
6
|
|
$286M
|
-$27.6M
|
-187,843
|
-8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$262M
|
-$45.5M
|
-309,794
|
-14%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$261M
|
+$27M
|
+183,689
|
+11%
|
|
|
9
|
State of Michigan Retirement System
Lansing,
Michigan
|
$247M
|
+$8.76M
|
+59,684
|
+3%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$174M
|
-$17.5M
|
-119,410
|
-9%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$164M
|
+$10M
|
+68,202
|
+6%
|
|
|
12
|
Blue Trust Inc
Alpharetta,
Georgia
|
$153M
|
+$134M
|
+911,928
|
New
|
|
|
13
|
|
$138M
|
-$30.1M
|
-205,069
|
-17%
|
|
|
14
|
Cerity Partners OCIO
New York
|
$136M
|
-$319K
|
-2,175
|
-0.2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$129M
|
-$11.5M
|
-78,043
|
-8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$122M
|
-$9.53M
|
-64,927
|
-7%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$109M
|
-$8.03M
|
-54,687
|
-6%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$99M
|
-$16.3M
|
-110,941
|
-13%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$92.7M
|
-$8.15M
|
-55,476
|
-8%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$82.7M
|
-$39.1M
|
-266,484
|
-31%
|
|
|
21
|
|
$81.4M
|
+$275K
|
+1,873
|
+0.3%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$79.6M
|
-$9.27M
|
-63,112
|
-10%
|
|
|
23
|
Oxford Financial Group
Carmel,
Indiana
|
$76.7M
|
-$8.68M
|
-59,118
|
-10%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$62M
|
+$10.6M
|
+72,217
|
+19%
|
|
|
25
|
1900 Wealth Management
San Antonio,
Texas
|
$59.8M
|
-$4.66M
|
-31,759
|
-7%
|
|
