|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$578M
|
+$2.6M
|
+29,551
|
+0.5%
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
$295M
|
+$16.7M
|
+190,025
|
+6%
|
|
|
3
|
Schroders
London,
United Kingdom
|
$258M
|
-$1.68M
|
-19,090
|
-0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$234M
|
+$19.8M
|
+225,008
|
+10%
|
|
|
5
|
|
$169M
|
+$34.1M
|
+388,630
|
+26%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$122M
|
+$9.52M
|
+108,369
|
+9%
|
|
|
7
|
|
$114M
|
+$8.99M
|
+102,351
|
+9%
|
|
|
8
|
BOK Financial Private Wealth
Denver,
Colorado
|
$109M
|
-$2.6M
|
-29,635
|
-2%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$108M
|
+$4.32M
|
+49,174
|
+4%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$98M
|
-$5.7M
|
-64,889
|
-6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$97.6M
|
+$2.16M
|
+24,597
|
+2%
|
|
|
12
|
PFS Investments
Duluth,
Georgia
|
$93.4M
|
+$21M
|
+239,055
|
+30%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$78.6M
|
+$27.7M
|
+314,977
|
+57%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$76.3M
|
+$10.1M
|
+114,732
|
+16%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.2M
|
+$30.2M
|
+344,120
|
+69%
|
|
|
16
|
Diversified Trust
Memphis,
Tennessee
|
$75.5M
|
+$866K
|
+9,858
|
+1%
|
|
|
17
|
Wharton Business Group
Malvern,
Pennsylvania
|
$74.1M
|
-$98.8K
|
-1,125
|
-0.1%
|
|
|
18
|
United Services Automobile Association
San Antonio,
Texas
|
$69.7M
|
+$16.1M
|
+183,150
|
+31%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$68.4M
|
+$38.8M
|
+441,198
|
+140%
|
|
|
20
|
Allianz Asset Management
Munich,
Germany
|
$67M
|
–
|
–
|
–
|
|
|
21
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$64.6M
|
+$31.2M
|
+355,571
|
+99%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$64.4M
|
+$3.93M
|
+44,722
|
+7%
|
|
|
23
|
ALPS Advisors
Denver,
Colorado
|
$42.9M
|
-$2.02M
|
-23,010
|
-5%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$42.3M
|
+$13.1M
|
+149,462
|
+47%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$37.3M
|
+$17.6M
|
+200,097
|
+94%
|
|
