|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.49B
|
+$14.8M
|
+121,271
|
+0.9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.3B
|
-$28.8M
|
-236,093
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$981M
|
-$17.7M
|
-144,954
|
-2%
|
|
|
4
|
|
$562M
|
-$34.1M
|
-279,678
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$559M
|
+$17.4M
|
+142,674
|
+3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$515M
|
-$89.5M
|
-733,358
|
-14%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$451M
|
+$25.8M
|
+211,582
|
+6%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$448M
|
-$13.2M
|
-108,467
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$438M
|
+$18.1M
|
+148,164
|
+4%
|
|
|
10
|
Richard Bernstein Advisors
New York
|
$379M
|
+$2.11M
|
+17,253
|
+0.5%
|
|
|
11
|
|
$364M
|
-$56M
|
-458,695
|
-12%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$314M
|
-$12.3M
|
-101,164
|
-3%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$264M
|
-$4.78M
|
-39,149
|
-2%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$255M
|
-$17.4M
|
-142,354
|
-6%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$215M
|
+$33.1M
|
+271,159
|
+16%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$175M
|
-$4.6M
|
-37,669
|
-2%
|
|
|
17
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$153M
|
+$5.22M
|
+42,748
|
+3%
|
|
|
18
|
Blue Trust Inc
Alpharetta,
Georgia
|
$152M
|
+$138M
|
+1,126,948
|
New
|
|
|
19
|
Cerity Partners OCIO
New York
|
$148M
|
+$2.6M
|
+21,311
|
+2%
|
|
|
20
|
Wharton Business Group
Malvern,
Pennsylvania
|
$135M
|
+$7.17M
|
+58,724
|
+5%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$112M
|
-$445K
|
-3,646
|
-0.4%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$105M
|
+$1.51M
|
+12,396
|
+1%
|
|
|
23
|
SVB Wealth
Boston,
Massachusetts
|
$96M
|
+$74.7M
|
+612,054
|
+247%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$89.8M
|
+$3.53M
|
+28,892
|
+4%
|
|
|
25
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$87.1M
|
+$5.43M
|
+44,473
|
+6%
|
|
