|
1
|
Bank of America
Charlotte,
North Carolina
|
$831M
|
+$40.7M
|
+442,110
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$660M
|
+$617M
|
+6,708,820
|
+1,555%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$600M
|
+$93.7M
|
+1,018,261
|
+19%
|
|
|
4
|
|
$582M
|
+$95.5M
|
+1,038,157
|
+20%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$421M
|
-$29.6M
|
-322,117
|
-7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$315M
|
+$2.5M
|
+27,160
|
+0.8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$291M
|
+$12M
|
+130,797
|
+4%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$286M
|
+$72.3M
|
+786,567
|
+34%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$265M
|
+$28.8M
|
+313,363
|
+12%
|
|
|
10
|
Richard Bernstein Advisors
New York
|
$221M
|
-$6.77M
|
-73,621
|
-3%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$218M
|
-$43.8M
|
-476,478
|
-17%
|
|
|
12
|
|
$206M
|
+$13.8M
|
+150,242
|
+7%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$202M
|
+$15.9M
|
+172,476
|
+9%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$186M
|
-$4M
|
-43,480
|
-2%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$177M
|
–
|
–
|
–
|
|
|
16
|
Horizon Investments
Charlotte,
North Carolina
|
$152M
|
-$51.3M
|
-557,706
|
-25%
|
|
|
17
|
Jordan Park Group
San Francisco,
California
|
$145M
|
+$16.3M
|
+177,201
|
+13%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$130M
|
+$29.9M
|
+324,629
|
+30%
|
|
|
19
|
Victory Capital Management
San Antonio,
Texas
|
$114M
|
+$26.5M
|
+288,424
|
+31%
|
|
|
20
|
Cerity Partners OCIO
New York
|
$98.2M
|
+$5.88M
|
+63,947
|
+6%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$94.8M
|
+$21.8M
|
+237,371
|
+30%
|
|
|
22
|
Wharton Business Group
Malvern,
Pennsylvania
|
$90.1M
|
+$134K
|
+1,460
|
+0.1%
|
|
|
23
|
United Services Automobile Association
San Antonio,
Texas
|
$86.9M
|
-$32.2M
|
-349,830
|
-27%
|
|
|
24
|
PFS Investments
Duluth,
Georgia
|
$86.6M
|
-$28.5M
|
-309,744
|
-25%
|
|
|
25
|
Diversified Trust
Memphis,
Tennessee
|
$75.6M
|
+$1.07M
|
+11,594
|
+1%
|
|
