|
1
|
State Street
Boston,
Massachusetts
|
$1.33B
|
+$52.3M
|
+1,964,768
|
+4%
|
|
|
2
|
Fisher Asset Management
Camas,
Washington
|
$1.07B
|
+$32.5M
|
+1,218,586
|
+3%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$1.04B
|
+$58M
|
+2,177,541
|
+6%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$695M
|
-$3.99M
|
-149,845
|
-0.6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$369M
|
+$24.5M
|
+921,102
|
+8%
|
|
|
6
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$318M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$277M
|
+$29.9M
|
+1,123,328
|
+13%
|
|
|
8
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$206M
|
+$6.01M
|
+225,690
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$152M
|
-$18M
|
-674,158
|
-11%
|
|
|
10
|
Congress Wealth Management
Boston,
Massachusetts
|
$110M
|
+$101M
|
+3,807,353
|
New
|
|
|
11
|
|
$105M
|
+$17.9M
|
+671,950
|
+23%
|
|
|
12
|
SCS Capital Management
Boston,
Massachusetts
|
$103M
|
+$94.4M
|
+3,544,503
|
New
|
|
|
13
|
Voya Financial Advisors
Windsor,
Connecticut
|
$90.7M
|
+$82.6M
|
+3,101,658
|
New
|
|
|
14
|
|
$87.9M
|
-$66.7M
|
-2,505,541
|
-45%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$70.4M
|
-$4.65M
|
-174,558
|
-7%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$69.3M
|
+$7.25M
|
+272,238
|
+13%
|
|
|
17
|
TownSquare Capital
Provo,
Utah
|
$63.8M
|
+$3.59M
|
+134,733
|
+7%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$52.1M
|
+$11.4M
|
+426,422
|
+31%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$51.2M
|
-$19.6M
|
-736,682
|
-29%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$50.7M
|
+$13.1M
|
+493,701
|
+39%
|
|
|
21
|
Spinnaker Trust
Portland,
Maine
|
$43.3M
|
+$39.7M
|
+1,490,496
|
New
|
|
|
22
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$39.9M
|
+$36.6M
|
+1,375,808
|
New
|
|
|
23
|
Neuberger Berman Group
New York
|
$39.5M
|
+$36.3M
|
+1,361,242
|
New
|
|
|
24
|
Liberty One Investment Management
Libertyville,
Illinois
|
$38.7M
|
+$35.5M
|
+1,332,600
|
New
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$37.6M
|
+$23.8M
|
+893,872
|
+222%
|
|
