|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.43B
|
+$51.6M
|
+436,749
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.36B
|
-$312M
|
-2,639,271
|
-19%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.01B
|
-$66.2M
|
-559,989
|
-6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$720M
|
-$828M
|
-7,008,238
|
-54%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$690M
|
-$188M
|
-1,591,659
|
-22%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$506M
|
-$19.8M
|
-167,369
|
-4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$502M
|
-$79.4M
|
-672,120
|
-14%
|
|
|
8
|
|
$488M
|
-$81.2M
|
-687,613
|
-15%
|
|
|
9
|
|
$456M
|
-$117M
|
-992,438
|
-21%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$438M
|
-$14.6M
|
-123,406
|
-3%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$386M
|
+$52M
|
+440,361
|
+16%
|
|
|
12
|
Richard Bernstein Advisors
New York
|
$343M
|
-$194M
|
-1,639,717
|
-37%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$306M
|
-$13.3M
|
-112,757
|
-4%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$287M
|
-$75M
|
-634,882
|
-21%
|
|
|
15
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$190M
|
+$4.15M
|
+35,130
|
+2%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$177M
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$161M
|
-$16M
|
-135,843
|
-9%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$157M
|
+$17.2M
|
+145,233
|
+13%
|
|
|
19
|
Jordan Park Group
San Francisco,
California
|
$135M
|
-$133M
|
-1,129,624
|
-50%
|
|
|
20
|
Wharton Business Group
Malvern,
Pennsylvania
|
$133M
|
+$2.81M
|
+23,807
|
+2%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$126M
|
-$7.43M
|
-62,878
|
-6%
|
|
|
22
|
Victory Capital Management
San Antonio,
Texas
|
$119M
|
-$13.7M
|
-116,397
|
-11%
|
|
|
23
|
United Services Automobile Association
San Antonio,
Texas
|
$119M
|
-$13.7M
|
-116,397
|
-11%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$109M
|
-$10.4M
|
-88,342
|
-9%
|
|
|
25
|
Trilogy Capital
Irvine,
California
|
$99.6M
|
+$10.4M
|
+87,988
|
+12%
|
|
