|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.93B
|
+$67.9M
|
+480,678
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.71B
|
+$14.7M
|
+103,917
|
+0.9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.32B
|
+$26.6M
|
+187,986
|
+2%
|
|
|
4
|
|
$795M
|
+$46.4M
|
+328,474
|
+6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$783M
|
+$1.18M
|
+8,347
|
+0.2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$695M
|
+$9.17M
|
+64,869
|
+1%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$595M
|
+$1.76M
|
+12,434
|
+0.3%
|
|
|
8
|
|
$577M
|
+$5.1M
|
+36,122
|
+0.9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$542M
|
+$4.89M
|
+34,574
|
+0.9%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$537M
|
+$24M
|
+170,091
|
+5%
|
|
|
11
|
Richard Bernstein Advisors
New York
|
$478M
|
+$10.6M
|
+74,805
|
+2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$478M
|
+$9.74M
|
+68,891
|
+2%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$349M
|
-$1.43M
|
-10,118
|
-0.4%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$275M
|
-$9.01M
|
-63,738
|
-3%
|
|
|
15
|
Merriman Wealth Management
Seattle,
Washington
|
$212M
|
+$113M
|
+803,003
|
+123%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$204M
|
+$14M
|
+99,396
|
+8%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$198M
|
+$52.5M
|
+371,214
|
+38%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$198M
|
+$192M
|
+1,357,834
|
New
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$194M
|
+$5.14M
|
+36,402
|
+3%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$181M
|
-$2.56M
|
-18,129
|
-2%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$181M
|
-$13.9M
|
-98,149
|
-7%
|
|
|
22
|
Horizon Investments
Charlotte,
North Carolina
|
$170M
|
-$95.2M
|
-673,399
|
-37%
|
|
|
23
|
Wharton Business Group
Malvern,
Pennsylvania
|
$167M
|
+$2.33M
|
+16,521
|
+1%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$144M
|
-$1.5M
|
-10,610
|
-1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$120M
|
-$11.4M
|
-80,970
|
-9%
|
|
