|
1
|
LPL Financial
San Diego,
California
|
$936M
|
+$34.5M
|
+1,240,066
|
+4%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$853M
|
+$33.6M
|
+1,206,661
|
+4%
|
|
|
3
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$740M
|
–
|
–
|
–
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$182M
|
-$1.14M
|
-41,091
|
-0.6%
|
|
|
5
|
Merit Financial Group
Alpharetta,
Georgia
|
$130M
|
-$12.5M
|
-447,752
|
-9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$115M
|
+$329K
|
+11,842
|
+0.3%
|
|
|
7
|
GLOBALT Investments
Atlanta,
Georgia
|
$97M
|
-$233K
|
-8,386
|
-0.2%
|
|
|
8
|
Congress Wealth Management
Boston,
Massachusetts
|
$97M
|
-$1.47M
|
-53,005
|
-2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$91.4M
|
-$36.5M
|
-1,314,004
|
-29%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$87.9M
|
+$11.5M
|
+413,254
|
+15%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$86.2M
|
+$64.5M
|
+2,317,385
|
+305%
|
|
|
12
|
|
$84.5M
|
+$36.4M
|
+1,310,136
|
+77%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$72.2M
|
+$10.9M
|
+392,307
|
+18%
|
|
|
14
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$59M
|
+$1.02M
|
+36,541
|
+2%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$56.1M
|
+$3.14M
|
+112,948
|
+6%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$51.6M
|
-$3.08M
|
-110,771
|
-6%
|
|
|
17
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$50M
|
+$30.7M
|
+1,102,819
|
+161%
|
|
|
18
|
One Day In July LLC
Burlington,
Vermont
|
$47.1M
|
+$19.6M
|
+705,122
|
+72%
|
|
|
19
|
|
$47M
|
+$22.2M
|
+797,746
|
+91%
|
|
|
20
|
Manning & Napier Advisors
Fairport,
New York
|
$46.6M
|
+$46.2M
|
+1,661,973
|
New
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$43.5M
|
+$29.3M
|
+1,052,783
|
+211%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$41.6M
|
-$1.14M
|
-40,858
|
-3%
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$39.7M
|
-$3.07M
|
-110,361
|
-7%
|
|
|
24
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$39.4M
|
-$409K
|
-14,693
|
-1%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$38.2M
|
+$12.7M
|
+457,616
|
+51%
|
|
