|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.45B
|
+$49.3M
|
+481,452
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.35B
|
-$4.72M
|
-46,102
|
-0.4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$1.17B
|
+$108M
|
+1,052,345
|
+10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$926M
|
+$1.88M
|
+18,327
|
+0.2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$716M
|
+$55.8M
|
+545,161
|
+9%
|
|
|
6
|
|
$489M
|
-$56.8M
|
-554,277
|
-11%
|
|
|
7
|
|
$456M
|
+$26M
|
+254,107
|
+6%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$452M
|
+$23.8M
|
+232,784
|
+6%
|
|
|
9
|
Richard Bernstein Advisors
New York
|
$439M
|
+$38.7M
|
+378,246
|
+10%
|
|
|
10
|
|
$419M
|
+$4.13M
|
+40,289
|
+1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$415M
|
-$67.4M
|
-657,900
|
-14%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$380M
|
-$57.6M
|
-562,329
|
-13%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$309M
|
-$7.03M
|
-68,668
|
-2%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$282M
|
-$19.6M
|
-191,390
|
-7%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$269M
|
+$13.5M
|
+131,999
|
+5%
|
|
|
16
|
Jordan Park Group
San Francisco,
California
|
$218M
|
+$450K
|
+4,392
|
+0.2%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$216M
|
-$11.2M
|
-109,278
|
-5%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$177M
|
–
|
–
|
–
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$169M
|
+$4.52M
|
+44,163
|
+3%
|
|
|
20
|
Victory Capital Management
San Antonio,
Texas
|
$134M
|
-$13.3M
|
-130,138
|
-9%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$118M
|
-$32M
|
-312,555
|
-22%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$115M
|
-$466K
|
-4,547
|
-0.4%
|
|
|
23
|
United Services Automobile Association
San Antonio,
Texas
|
$114M
|
+$13.6M
|
+132,402
|
+14%
|
|
|
24
|
Wharton Business Group
Malvern,
Pennsylvania
|
$112M
|
-$273K
|
-2,666
|
-0.2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$104M
|
+$2.84M
|
+27,697
|
+3%
|
|
