|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.61B
|
-$9.99M
|
-90,744
|
-0.7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.5B
|
-$6.14M
|
-55,798
|
-0.4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$1.32B
|
-$123K
|
-1,120
|
-0%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.03B
|
-$8.77M
|
-79,659
|
-0.9%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$844M
|
+$37M
|
+336,253
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$558M
|
+$88.1M
|
+799,862
|
+20%
|
|
|
7
|
|
$551M
|
+$2.86M
|
+25,935
|
+0.6%
|
|
|
8
|
|
$546M
|
+$32.8M
|
+297,581
|
+7%
|
|
|
9
|
Richard Bernstein Advisors
New York
|
$517M
|
+$23.9M
|
+217,234
|
+5%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$502M
|
-$3.56M
|
-32,318
|
-0.7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$433M
|
+$6.65M
|
+60,434
|
+2%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$347M
|
+$670K
|
+6,082
|
+0.2%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$318M
|
+$15.8M
|
+143,407
|
+6%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$305M
|
-$10.6M
|
-96,307
|
-4%
|
|
|
15
|
Jordan Park Group
San Francisco,
California
|
$260M
|
+$15.2M
|
+137,739
|
+7%
|
|
|
16
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$179M
|
-$9.81M
|
-89,075
|
-5%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$177M
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$169M
|
+$35.2M
|
+319,762
|
+28%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$133M
|
+$4.32M
|
+39,208
|
+4%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$132M
|
+$16.9M
|
+153,040
|
+16%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$128M
|
-$108M
|
-982,394
|
-47%
|
|
|
22
|
Victory Capital Management
San Antonio,
Texas
|
$127M
|
-$22M
|
-199,370
|
-15%
|
|
|
23
|
United Services Automobile Association
San Antonio,
Texas
|
$127M
|
–
|
–
|
–
|
|
|
24
|
Wharton Business Group
Malvern,
Pennsylvania
|
$124M
|
-$1.63M
|
-14,765
|
-1%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$118M
|
+$25.5M
|
+231,889
|
+30%
|
|
