|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.29B
|
+$308M
|
+3,352,217
|
+33%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.25B
|
+$10.5M
|
+114,490
|
+0.9%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$985M
|
+$158M
|
+1,726,570
|
+20%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$854M
|
-$86.8M
|
-946,032
|
-10%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$611M
|
+$143M
|
+1,556,455
|
+32%
|
|
|
6
|
|
$505M
|
-$253M
|
-2,755,268
|
-34%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$447M
|
-$698M
|
-7,603,092
|
-62%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$405M
|
+$40.5M
|
+441,215
|
+12%
|
|
|
9
|
|
$397M
|
+$1.95M
|
+21,261
|
+0.5%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$395M
|
+$35.6M
|
+388,079
|
+10%
|
|
|
11
|
|
$387M
|
+$339M
|
+3,690,422
|
+1,088%
|
|
|
12
|
Richard Bernstein Advisors
New York
|
$370M
|
+$132M
|
+1,437,891
|
+59%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$293M
|
+$10.3M
|
+112,729
|
+4%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$280M
|
-$94.5M
|
-1,029,891
|
-26%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$236M
|
+$74.2M
|
+808,741
|
+49%
|
|
|
16
|
Horizon Investments
Charlotte,
North Carolina
|
$210M
|
+$114M
|
+1,245,208
|
+132%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$210M
|
-$555K
|
-6,050
|
-0.3%
|
|
|
18
|
Jordan Park Group
San Francisco,
California
|
$201M
|
-$17.8M
|
-194,409
|
-8%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$177M
|
–
|
–
|
–
|
|
|
20
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$152M
|
+$33.3M
|
+362,880
|
+30%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$139M
|
-$19.6M
|
-213,102
|
-13%
|
|
|
22
|
Victory Capital Management
San Antonio,
Texas
|
$137M
|
+$8.92M
|
+97,162
|
+7%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$107M
|
+$1.52M
|
+16,517
|
+2%
|
|
|
24
|
Wharton Business Group
Malvern,
Pennsylvania
|
$104M
|
-$3.29M
|
-35,868
|
-3%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$93.9M
|
+$19.8M
|
+215,520
|
+28%
|
|
