|
1
|
Bank of America
Charlotte,
North Carolina
|
$782M
|
-$313M
|
-3,474,808
|
-29%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$501M
|
+$50.4M
|
+559,566
|
+11%
|
|
|
3
|
|
$481M
|
+$93M
|
+1,033,129
|
+24%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$446M
|
-$138M
|
-1,531,911
|
-24%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$310M
|
-$222M
|
-2,463,699
|
-42%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$276M
|
+$34.4M
|
+381,761
|
+15%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$259M
|
+$29.1M
|
+323,645
|
+13%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$233M
|
+$26.7M
|
+296,879
|
+13%
|
|
|
9
|
Richard Bernstein Advisors
New York
|
$225M
|
-$199M
|
-2,205,845
|
-47%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$211M
|
+$38.8M
|
+431,652
|
+23%
|
|
|
11
|
Horizon Investments
Charlotte,
North Carolina
|
$202M
|
+$64.6M
|
+717,892
|
+48%
|
|
|
12
|
|
$190M
|
+$30.1M
|
+334,892
|
+19%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$188M
|
+$34.6M
|
+384,737
|
+23%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$184M
|
+$53.1M
|
+589,674
|
+41%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$177M
|
–
|
–
|
–
|
|
|
16
|
Jordan Park Group
San Francisco,
California
|
$127M
|
-$149K
|
-1,659
|
-0.1%
|
|
|
17
|
United Services Automobile Association
San Antonio,
Texas
|
$118M
|
+$4.73M
|
+52,520
|
+4%
|
|
|
18
|
PFS Investments
Duluth,
Georgia
|
$116M
|
+$47.5M
|
+527,873
|
+73%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$99.5M
|
+$65.4M
|
+727,119
|
+202%
|
|
|
20
|
Cerity Partners OCIO
New York
|
$91.3M
|
+$6.94M
|
+77,090
|
+8%
|
|
|
21
|
Wharton Business Group
Malvern,
Pennsylvania
|
$89.1M
|
+$270K
|
+3,004
|
+0.3%
|
|
|
22
|
Victory Capital Management
San Antonio,
Texas
|
$86.1M
|
+$84.7M
|
+941,420
|
New
|
|
|
23
|
Trilogy Capital
Irvine,
California
|
$78.8M
|
+$12.6M
|
+139,562
|
+20%
|
|
|
24
|
Diversified Trust
Memphis,
Tennessee
|
$73.8M
|
-$2.42M
|
-26,912
|
-3%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$72.1M
|
+$20.8M
|
+231,366
|
+42%
|
|
