|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.06B
|
+$751M
|
+8,922,510
|
+287%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$568M
|
-$6.21M
|
-73,846
|
-1%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$517M
|
+$367M
|
+4,360,430
|
+294%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$435M
|
-$9.25M
|
-109,984
|
-2%
|
|
|
5
|
Richard Bernstein Advisors
New York
|
$413M
|
+$393M
|
+4,666,429
|
New
|
|
|
6
|
|
$374M
|
+$137M
|
+1,626,429
|
+63%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$233M
|
+$84.5M
|
+1,004,905
|
+62%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$222M
|
+$125M
|
+1,480,437
|
+144%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$200M
|
+$38.2M
|
+454,041
|
+25%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$177M
|
+$25M
|
+297,061
|
+29%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$166M
|
+$52.5M
|
+623,777
|
+50%
|
|
|
12
|
|
$155M
|
+$6.18M
|
+73,484
|
+4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$148M
|
-$6.5M
|
-77,302
|
-4%
|
|
|
14
|
Horizon Investments
Charlotte,
North Carolina
|
$132M
|
+$52.8M
|
+627,454
|
+73%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$126M
|
+$12.5M
|
+148,172
|
+12%
|
|
|
16
|
Jordan Park Group
San Francisco,
California
|
$123M
|
+$11.9M
|
+141,084
|
+11%
|
|
|
17
|
United Services Automobile Association
San Antonio,
Texas
|
$110M
|
+$11.4M
|
+134,910
|
+12%
|
|
|
18
|
Wharton Business Group
Malvern,
Pennsylvania
|
$86M
|
+$15.8M
|
+187,702
|
+24%
|
|
|
19
|
BOK Financial Private Wealth
Denver,
Colorado
|
$82.6M
|
-$14.2M
|
-169,261
|
-15%
|
|
|
20
|
Cerity Partners OCIO
New York
|
$81.6M
|
+$17.5M
|
+208,551
|
+29%
|
|
|
21
|
Diversified Trust
Memphis,
Tennessee
|
$73.8M
|
+$305K
|
+3,630
|
+0.4%
|
|
|
22
|
|
$65.4M
|
-$6.9M
|
-82,021
|
-10%
|
|
|
23
|
PFS Investments
Duluth,
Georgia
|
$63.7M
|
+$27.6M
|
+328,247
|
+84%
|
|
|
24
|
Trilogy Capital
Irvine,
California
|
$62.5M
|
+$26.1M
|
+310,511
|
+78%
|
|
|
25
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$56.1M
|
+$1.96M
|
+23,279
|
+4%
|
|
