|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.16B
|
-$255M
|
-2,183,496
|
-16%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$881M
|
-$35.4M
|
-302,618
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$697M
|
-$577M
|
-4,934,691
|
-42%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$553M
|
+$37M
|
+316,210
|
+6%
|
|
|
5
|
|
$537M
|
+$16.9M
|
+144,600
|
+3%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$455M
|
+$40.1M
|
+343,265
|
+9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$415M
|
+$8.56M
|
+73,206
|
+2%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$401M
|
-$17.1M
|
-146,040
|
-4%
|
|
|
9
|
|
$309M
|
-$32.4M
|
-276,945
|
-9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$285M
|
-$8.3M
|
-70,993
|
-3%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$240M
|
-$5.95M
|
-50,879
|
-2%
|
|
|
12
|
DZ Bank
Frankfurt Am Main,
Germany
|
$239M
|
–
|
–
|
–
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$223M
|
-$16.1M
|
-137,313
|
-6%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$194M
|
-$6.89M
|
-58,908
|
-3%
|
|
|
15
|
PAR Capital Management
Boston,
Massachusetts
|
$180M
|
+$203M
|
+1,732,600
|
New
|
|
|
16
|
Blue Trust Inc
Alpharetta,
Georgia
|
$173M
|
+$49.5M
|
+423,205
|
+38%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$172M
|
-$344M
|
-2,942,108
|
-64%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$171M
|
+$8.73M
|
+74,682
|
+5%
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$144M
|
+$2.31M
|
+19,760
|
+1%
|
|
|
20
|
Cerity Partners OCIO
New York
|
$142M
|
+$4.29M
|
+36,662
|
+3%
|
|
|
21
|
Wharton Business Group
Malvern,
Pennsylvania
|
$127M
|
+$1.02M
|
+8,740
|
+0.7%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$105M
|
+$7.8M
|
+66,720
|
+7%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$101M
|
-$3.96M
|
-33,815
|
-3%
|
|
|
24
|
SVB Wealth
Boston,
Massachusetts
|
$97.3M
|
+$8.96M
|
+76,581
|
+9%
|
|
|
25
|
Richard Bernstein Advisors
New York
|
$85.6M
|
-$300M
|
-2,566,301
|
-76%
|
|
