|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.86B
|
+$80M
|
+936,939
|
+5%
|
|
|
2
|
|
$1.08B
|
+$416M
|
+4,874,386
|
+65%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$703M
|
+$378M
|
+4,420,600
|
+120%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$590M
|
+$167M
|
+1,950,079
|
+40%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$513M
|
+$88.2M
|
+1,032,092
|
+21%
|
|
|
6
|
|
$487M
|
-$137M
|
-1,600,214
|
-22%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$477M
|
+$117M
|
+1,366,806
|
+33%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$460M
|
+$453M
|
+5,298,747
|
+143,675%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$402M
|
+$135M
|
+1,585,661
|
+52%
|
|
|
10
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$305M
|
+$279M
|
+3,268,201
|
+1,317%
|
|
|
11
|
Richard Bernstein Advisors
New York
|
$292M
|
-$126M
|
-1,475,819
|
-30%
|
|
|
12
|
|
$231M
|
-$5.43M
|
-63,554
|
-2%
|
|
|
13
|
Acorns Advisers
Irvine,
California
|
$219M
|
-$9.49M
|
-111,064
|
-4%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$203M
|
+$174M
|
+2,042,975
|
+675%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$194M
|
-$59.2M
|
-693,535
|
-24%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$171M
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$155M
|
+$13.9M
|
+162,861
|
+10%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$149M
|
+$264M
|
+3,093,044
|
New
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$127M
|
-$18.3M
|
-214,257
|
-13%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$119M
|
-$16.7M
|
-195,824
|
-12%
|
|
|
21
|
Fulcrum Equity Management
Plano,
Texas
|
$118M
|
+$96.8M
|
+1,133,255
|
+498%
|
|
|
22
|
VCU Investment Management
Richmond,
Virginia
|
$115M
|
+$469K
|
+5,486
|
+0.4%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$113M
|
+$74.1M
|
+867,994
|
+201%
|
|
|
24
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$108M
|
+$363K
|
+4,246
|
+0.3%
|
|
|
25
|
TD Private Client Wealth
New York
|
$107M
|
+$54.9M
|
+643,263
|
+110%
|
|
