|
1
|
Bank of America
Charlotte,
North Carolina
|
$392M
|
+$35.8M
|
+333,376
|
+10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$350M
|
+$86.4M
|
+804,532
|
+33%
|
|
|
3
|
|
$300M
|
+$47.2M
|
+439,711
|
+19%
|
|
|
4
|
|
$288M
|
-$19.7M
|
-183,750
|
-6%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$259M
|
+$13.6M
|
+126,582
|
+6%
|
|
|
6
|
|
$144M
|
-$844K
|
-7,856
|
-0.6%
|
|
|
7
|
Bank of New York Mellon
New York
|
$142M
|
+$30.8M
|
+286,645
|
+28%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$129M
|
+$44.8M
|
+417,055
|
+53%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$119M
|
-$21.7M
|
-202,399
|
-15%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$108M
|
+$29.5M
|
+274,974
|
+38%
|
|
|
11
|
WIT LLC
District Of Columbia,
District of Columbia
|
$98.1M
|
–
|
–
|
–
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$88.8M
|
+$10.1M
|
+94,325
|
+13%
|
|
|
13
|
Liberty Wealth Management
Oakland,
California
|
$78.3M
|
-$101K
|
-945
|
-56%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$69.2M
|
+$12.9M
|
+120,326
|
+23%
|
|
|
15
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$63.2M
|
+$63.3M
|
+589,035
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$60.7M
|
+$7.19M
|
+66,987
|
+13%
|
|
|
17
|
|
$55.9M
|
+$7.86M
|
+73,160
|
+16%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53.1M
|
-$1.16M
|
-10,828
|
-2%
|
|
|
19
|
One Capital Management
Westlake Village,
California
|
$51.8M
|
-$1.92M
|
-17,849
|
-4%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$50.1M
|
-$3.46M
|
-32,216
|
-6%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$46.5M
|
-$6.41M
|
-59,654
|
-12%
|
|
|
22
|
Eagle Asset Management
St Petersburg,
Florida
|
$45.6M
|
+$45.6M
|
+424,929
|
New
|
|
|
23
|
TIAA FSB
Jacksonville,
Florida
|
$45M
|
-$3.99M
|
-37,141
|
-8%
|
|
|
24
|
Windham Capital Management
Boston,
Massachusetts
|
$43M
|
-$327K
|
-3,049
|
-0.8%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.8M
|
+$4.09M
|
+38,086
|
+12%
|
|
