|
1
|
Bank of America
Charlotte,
North Carolina
|
$347M
|
+$9.13M
|
+84,680
|
+3%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$231M
|
+$38.1M
|
+353,008
|
+20%
|
|
|
3
|
|
$215M
|
+$13.3M
|
+123,764
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$185M
|
+$35.4M
|
+328,192
|
+24%
|
|
|
5
|
|
$140M
|
+$101M
|
+938,949
|
+260%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$132M
|
+$17.4M
|
+161,185
|
+15%
|
|
|
7
|
Bank of New York Mellon
New York
|
$95.8M
|
+$11.7M
|
+108,773
|
+14%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$87.4M
|
-$4.05M
|
-37,589
|
-4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$73.6M
|
+$8.12M
|
+75,355
|
+12%
|
|
|
10
|
WIT LLC
District Of Columbia,
District of Columbia
|
$71.9M
|
+$59.7M
|
+553,799
|
+489%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$68.6M
|
+$20.6M
|
+190,671
|
+43%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$50.9M
|
+$1.55M
|
+14,336
|
+3%
|
|
|
13
|
TIAA FSB
Jacksonville,
Florida
|
$50.2M
|
-$320K
|
-2,970
|
-0.6%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$48.3M
|
+$2.86M
|
+26,531
|
+6%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$42.1M
|
+$1.6M
|
+14,835
|
+4%
|
|
|
16
|
|
$41M
|
+$6.47M
|
+59,969
|
+19%
|
|
|
17
|
Windham Capital Management
Boston,
Massachusetts
|
$38.1M
|
+$2.01M
|
+18,619
|
+6%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$38M
|
+$9.88M
|
+91,596
|
+35%
|
|
|
19
|
|
$34.9M
|
+$9.38M
|
+87,042
|
+37%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.3M
|
+$1.74M
|
+16,171
|
+6%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$30.8M
|
+$8.11M
|
+75,214
|
+36%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$28M
|
+$2.43M
|
+22,504
|
+9%
|
|
|
23
|
1900 Wealth Management
San Antonio,
Texas
|
$26.9M
|
-$4.87M
|
-45,159
|
-15%
|
|
|
24
|
QCI Asset Management
Pittsford,
New York
|
$25.8M
|
+$1.87M
|
+17,334
|
+8%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$25.2M
|
+$2.14M
|
+19,855
|
+9%
|
|
