|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.19B
|
-$203M
|
-1,948,400
|
-14%
|
|
|
2
|
Bank of New York Mellon
New York
|
$619M
|
+$361M
|
+3,461,772
|
+135%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$507M
|
+$103M
|
+990,103
|
+25%
|
|
|
4
|
WIT LLC
District Of Columbia,
District of Columbia
|
$429M
|
-$835K
|
-8,000
|
-0.2%
|
|
|
5
|
|
$322M
|
+$16.7M
|
+160,168
|
+5%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$246M
|
+$46.5M
|
+445,639
|
+23%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$205M
|
-$36M
|
-344,382
|
-15%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$170M
|
+$15.2M
|
+145,925
|
+10%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$158M
|
+$66.1M
|
+632,696
|
+70%
|
|
|
10
|
TIAA FSB
Jacksonville,
Florida
|
$144M
|
+$998K
|
+9,563
|
+0.7%
|
|
|
11
|
|
$132M
|
-$150M
|
-1,440,287
|
-53%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$124M
|
+$22.1M
|
+212,088
|
+21%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$101M
|
+$34.9M
|
+334,237
|
+52%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$97.6M
|
+$16.5M
|
+157,936
|
+20%
|
|
|
15
|
|
$97.1M
|
+$39.5M
|
+378,778
|
+67%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$86.5M
|
-$472K
|
-4,522
|
-0.5%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$77.3M
|
+$9.5M
|
+91,036
|
+14%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$72.5M
|
+$8.47M
|
+81,177
|
+13%
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$60.9M
|
+$14.1M
|
+135,279
|
+30%
|
|
|
20
|
|
$57M
|
+$2.03M
|
+19,450
|
+4%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$55.4M
|
+$2.84M
|
+27,209
|
+5%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$48.8M
|
+$1.72M
|
+16,482
|
+4%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$48.4M
|
+$161K
|
+1,546
|
+0.3%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$48.1M
|
+$2.51M
|
+24,086
|
+5%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$46.6M
|
+$40.3M
|
+385,650
|
+561%
|
|
