|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$942M
|
-$444M
|
-3,144,309
|
-32%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$802M
|
+$58.8M
|
+416,979
|
+8%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$394M
|
+$17.7M
|
+125,724
|
+5%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$334M
|
-$263M
|
-1,864,774
|
-44%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$298M
|
+$2.99M
|
+21,208
|
+1%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$266M
|
+$23.9M
|
+169,647
|
+10%
|
|
|
7
|
State of Michigan Retirement System
Lansing,
Michigan
|
$261M
|
+$14.4M
|
+102,106
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$248M
|
-$35.7M
|
-253,060
|
-12%
|
|
|
9
|
|
$246M
|
-$81M
|
-573,874
|
-24%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$194M
|
+$4.28M
|
+30,308
|
+2%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$177M
|
-$72.1M
|
-511,045
|
-29%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$171M
|
+$83.3M
|
+590,527
|
+24,770%
|
|
|
13
|
Blue Trust Inc
Alpharetta,
Georgia
|
$154M
|
+$676K
|
+4,794
|
+0.5%
|
|
|
14
|
|
$148M
|
-$111M
|
-788,050
|
-42%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$116M
|
+$5.85M
|
+41,451
|
+5%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$116M
|
-$88.3M
|
-625,474
|
-43%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$113M
|
-$16.3M
|
-115,186
|
-12%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$97.6M
|
+$9.26M
|
+65,638
|
+10%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$95.1M
|
-$5.94M
|
-42,080
|
-6%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$87.8M
|
+$1.59M
|
+11,301
|
+2%
|
|
|
21
|
Oxford Financial Group
Carmel,
Indiana
|
$78.3M
|
+$5.01M
|
+35,527
|
+7%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$77M
|
-$21.7M
|
-153,831
|
-22%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$76.3M
|
-$7.8M
|
-55,250
|
-9%
|
|
|
24
|
Bank of New York Mellon
New York
|
$72.5M
|
-$16.2M
|
-114,584
|
-18%
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
$67.2M
|
-$8.01M
|
-56,802
|
-11%
|
|
