|
1
|
Bank of America
Charlotte,
North Carolina
|
$338M
|
+$12M
|
+110,816
|
+4%
|
|
|
2
|
|
$201M
|
+$21.5M
|
+199,222
|
+12%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$194M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$149M
|
+$58.8M
|
+544,570
|
+65%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$115M
|
+$16.8M
|
+155,448
|
+17%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$91.5M
|
-$8.17M
|
-75,695
|
-8%
|
|
|
7
|
Bank of New York Mellon
New York
|
$84.1M
|
+$18.9M
|
+174,725
|
+29%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$66.7M
|
+$1.48M
|
+13,710
|
+2%
|
|
|
9
|
TIAA FSB
Jacksonville,
Florida
|
$50.6M
|
+$29.9M
|
+276,682
|
+144%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$49.3M
|
+$5.43M
|
+50,341
|
+12%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$48M
|
+$15.5M
|
+143,396
|
+47%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$45.4M
|
+$5.32M
|
+49,332
|
+13%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$40.5M
|
+$4.73M
|
+43,825
|
+13%
|
|
|
14
|
|
$38.9M
|
+$26.1M
|
+241,980
|
+204%
|
|
|
15
|
Windham Capital Management
Boston,
Massachusetts
|
$36.1M
|
+$189K
|
+1,752
|
+0.5%
|
|
|
16
|
|
$34.6M
|
+$6.49M
|
+60,152
|
+23%
|
|
|
17
|
1900 Wealth Management
San Antonio,
Texas
|
$31.8M
|
-$1.47M
|
-13,576
|
-4%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.6M
|
+$6.7M
|
+62,057
|
+29%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28.1M
|
+$7.08M
|
+65,612
|
+34%
|
|
|
20
|
Avidian Wealth Enterprises
Houston,
Texas
|
$25.6M
|
+$11.8M
|
+108,989
|
+85%
|
|
|
21
|
|
$25.5M
|
+$25.5M
|
+236,751
|
New
|
|
|
22
|
QCI Asset Management
Pittsford,
New York
|
$23.9M
|
+$4.64M
|
+43,036
|
+24%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$23.1M
|
+$1.08M
|
+10,017
|
+5%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$22.7M
|
+$3.59M
|
+33,254
|
+19%
|
|
|
25
|
TD Capital Management
Memphis,
Tennessee
|
$22.7M
|
+$680K
|
+6,302
|
+3%
|
|
