|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.65B
|
+$87.5M
|
+682,414
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.48B
|
-$12.9M
|
-100,803
|
-0.9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.14B
|
+$40.4M
|
+315,487
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$720M
|
-$63.6M
|
-496,425
|
-8%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$706M
|
-$45.3M
|
-353,466
|
-6%
|
|
|
6
|
|
$607M
|
+$72.3M
|
+563,627
|
+14%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$597M
|
+$46.9M
|
+365,671
|
+9%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$537M
|
-$14.8M
|
-115,528
|
-3%
|
|
|
9
|
|
$488M
|
-$9.51M
|
-74,201
|
-2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$469M
|
-$9.27M
|
-72,313
|
-2%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$429M
|
+$7.12M
|
+55,577
|
+2%
|
|
|
12
|
Richard Bernstein Advisors
New York
|
$403M
|
+$28.4M
|
+221,783
|
+8%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$324M
|
-$9.74M
|
-75,981
|
-3%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$266M
|
-$45.3M
|
-353,045
|
-15%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$186M
|
+$10M
|
+78,346
|
+6%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$183M
|
+$101M
|
+789,530
|
New
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$177M
|
–
|
–
|
–
|
|
|
18
|
Cerity Partners OCIO
New York
|
$176M
|
+$4.07M
|
+31,762
|
+2%
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$169M
|
-$38.9M
|
-303,245
|
-19%
|
|
|
20
|
Horizon Investments
Charlotte,
North Carolina
|
$158M
|
+$153M
|
+1,191,886
|
New
|
|
|
21
|
Wharton Business Group
Malvern,
Pennsylvania
|
$150M
|
+$4.79M
|
+37,333
|
+3%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$132M
|
-$5.02M
|
-39,187
|
-4%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$121M
|
+$15.3M
|
+119,406
|
+15%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$116M
|
-$2.44M
|
-19,004
|
-2%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$104M
|
-$75.5K
|
-589
|
-0.1%
|
|
