|
1
|
Wells Fargo
San Francisco,
California
|
$1.05B
|
+$991M
|
+10,385,997
|
+411%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$993M
|
+$10.4M
|
+109,229
|
+0.9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$819M
|
+$34.3M
|
+358,859
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$799M
|
+$65.3M
|
+683,549
|
+7%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$692M
|
+$95.3M
|
+997,935
|
+13%
|
|
|
6
|
|
$650M
|
-$30.7M
|
-321,354
|
-4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$393M
|
+$97.8M
|
+1,024,838
|
+27%
|
|
|
8
|
|
$334M
|
+$117M
|
+1,225,270
|
+42%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$320M
|
-$37.8M
|
-396,170
|
-9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$307M
|
+$89.2M
|
+934,810
|
+33%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$303M
|
+$29.8M
|
+312,516
|
+9%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$238M
|
+$281M
|
+2,939,207
|
New
|
|
|
13
|
Richard Bernstein Advisors
New York
|
$196M
|
+$4.53M
|
+47,486
|
+2%
|
|
|
14
|
Jordan Park Group
San Francisco,
California
|
$186M
|
+$49M
|
+512,890
|
+29%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$178M
|
-$7.18M
|
-75,254
|
-3%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$177M
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$135M
|
+$28M
|
+293,268
|
+21%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$134M
|
+$37.3M
|
+390,635
|
+31%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$130M
|
+$426M
|
+4,461,631
|
New
|
|
|
20
|
Victory Capital Management
San Antonio,
Texas
|
$108M
|
+$7.9M
|
+82,750
|
+7%
|
|
|
21
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$99.1M
|
+$103M
|
+1,077,898
|
+747%
|
|
|
22
|
Wharton Business Group
Malvern,
Pennsylvania
|
$90.9M
|
+$14.9M
|
+155,607
|
+16%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$88.8M
|
+$384K
|
+4,025
|
+0.4%
|
|
|
24
|
Park Avenue Securities
New York
|
$86.5M
|
+$11.7M
|
+122,804
|
+13%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$82.7M
|
+$12.6M
|
+132,089
|
+15%
|
|
