|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.43B
|
+$165M
|
+1,454,487
|
+13%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$963M
|
-$3.74M
|
-32,971
|
-0.4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$584M
|
-$22.2M
|
-195,915
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$559M
|
-$205M
|
-1,806,667
|
-27%
|
|
|
5
|
|
$549M
|
-$39.8M
|
-351,258
|
-7%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$468M
|
-$31.1M
|
-274,092
|
-6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$450M
|
-$5.03M
|
-44,329
|
-1%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$416M
|
-$24.4M
|
-215,309
|
-6%
|
|
|
9
|
|
$317M
|
-$22.4M
|
-197,186
|
-7%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$296M
|
-$16.3M
|
-143,921
|
-5%
|
|
|
11
|
DZ Bank
Frankfurt Am Main,
Germany
|
$264M
|
–
|
–
|
–
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$249M
|
-$14.2M
|
-125,009
|
-5%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$231M
|
-$13.5M
|
-118,922
|
-6%
|
|
|
14
|
Blue Trust Inc
Alpharetta,
Georgia
|
$231M
|
+$76M
|
+669,885
|
+43%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$218M
|
+$5.49M
|
+48,365
|
+3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$191M
|
+$1.99M
|
+17,544
|
+1%
|
|
|
17
|
PAR Capital Management
Boston,
Massachusetts
|
$187M
|
-$10.8M
|
-95,600
|
-6%
|
|
|
18
|
Facet Wealth Inc
Baltimore,
Maryland
|
$177M
|
+$164M
|
+1,444,510
|
New
|
|
|
19
|
Cerity Partners OCIO
New York
|
$171M
|
+$15.9M
|
+139,816
|
+10%
|
|
|
20
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$159M
|
+$1.19M
|
+10,501
|
+0.8%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$155M
|
-$32.7M
|
-288,031
|
-18%
|
|
|
22
|
Wharton Business Group
Malvern,
Pennsylvania
|
$146M
|
+$7.05M
|
+62,152
|
+5%
|
|
|
23
|
SVB Wealth
Boston,
Massachusetts
|
$120M
|
+$12.9M
|
+113,477
|
+12%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$112M
|
-$2.86M
|
-25,174
|
-2%
|
|
|
25
|
Horizon Investments
Charlotte,
North Carolina
|
$109M
|
+$18.1M
|
+159,550
|
+20%
|
|
