|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$531M
|
+$8.96M
|
+107,097
|
+2%
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
$256M
|
+$252M
|
+3,011,567
|
+5,038%
|
|
|
3
|
Schroders
London,
United Kingdom
|
$239M
|
-$3.51M
|
-41,910
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$197M
|
+$29.2M
|
+348,940
|
+17%
|
|
|
5
|
|
$124M
|
+$4.54M
|
+54,300
|
+4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$105M
|
+$11M
|
+132,041
|
+12%
|
|
|
7
|
BOK Financial Private Wealth
Denver,
Colorado
|
$104M
|
-$5.32M
|
-63,579
|
-5%
|
|
|
8
|
|
$97M
|
+$5.46M
|
+65,282
|
+6%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$95.9M
|
+$27.1M
|
+324,304
|
+39%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$95.8M
|
+$12.7M
|
+151,720
|
+15%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$88.1M
|
+$7M
|
+83,628
|
+9%
|
|
|
12
|
Diversified Trust
Memphis,
Tennessee
|
$68.9M
|
+$2.05M
|
+24,492
|
+3%
|
|
|
13
|
Wharton Business Group
Malvern,
Pennsylvania
|
$68.5M
|
+$5.52M
|
+66,012
|
+9%
|
|
|
14
|
PFS Investments
Duluth,
Georgia
|
$68.1M
|
+$66.4M
|
+793,935
|
New
|
|
|
15
|
Allianz Asset Management
Munich,
Germany
|
$61.9M
|
-$736K
|
-8,798
|
-1%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$60.9M
|
+$3.49M
|
+41,665
|
+6%
|
|
|
17
|
Cerity Partners OCIO
New York
|
$55.7M
|
+$2.23M
|
+26,656
|
+4%
|
|
|
18
|
United Services Automobile Association
San Antonio,
Texas
|
$49M
|
+$21.9M
|
+261,940
|
+80%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$46.3M
|
+$43.3M
|
+517,779
|
+1,388%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.6M
|
+$16M
|
+191,071
|
+62%
|
|
|
21
|
ALPS Advisors
Denver,
Colorado
|
$41.6M
|
-$1.09M
|
-12,973
|
-3%
|
|
|
22
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$30M
|
+$8.48M
|
+101,384
|
+39%
|
|
|
23
|
Avidian Wealth Enterprises
Houston,
Texas
|
$29M
|
+$841K
|
+10,048
|
+3%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$26.6M
|
+$2.76M
|
+32,973
|
+12%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.3M
|
+$15.2M
|
+181,970
|
+136%
|
|
