|
1
|
Bank of New York Mellon
New York
|
$886M
|
+$32.3M
|
+310,891
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$708M
|
+$59.2M
|
+568,866
|
+9%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$632M
|
-$64M
|
-615,453
|
-9%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$522M
|
+$6.78M
|
+65,210
|
+1%
|
|
|
5
|
|
$396M
|
+$12.2M
|
+117,273
|
+3%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$261M
|
+$16.5M
|
+158,432
|
+7%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$229M
|
+$25.7M
|
+247,425
|
+13%
|
|
|
8
|
WIT LLC
District Of Columbia,
District of Columbia
|
$205M
|
-$30.3M
|
-291,000
|
-13%
|
|
|
9
|
|
$161M
|
+$134M
|
+1,287,507
|
+530%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$142M
|
+$541K
|
+5,197
|
+0.4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$140M
|
-$13.8M
|
-132,819
|
-9%
|
|
|
12
|
Franklin Resources
San Mateo,
California
|
$132M
|
-$29.8M
|
-286,180
|
-19%
|
|
|
13
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$115M
|
+$26.4M
|
+253,771
|
+30%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$114M
|
+$109M
|
+1,045,136
|
+2,823%
|
|
|
15
|
|
$99.1M
|
+$31.2M
|
+299,541
|
+47%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$97.5M
|
+$7.29M
|
+70,122
|
+8%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$89.1M
|
-$2.73M
|
-26,274
|
-3%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$86.6M
|
-$834K
|
-8,014
|
-1%
|
|
|
19
|
|
$82.6M
|
-$18.3M
|
-176,017
|
-18%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$79.3M
|
-$650K
|
-6,247
|
-0.8%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$76.8M
|
+$5.3M
|
+50,917
|
+8%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$72.6M
|
-$110K
|
-1,055
|
-0.2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$66.7M
|
-$55.7M
|
-535,059
|
-46%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$58.6M
|
-$4.98M
|
-47,921
|
-8%
|
|
|
25
|
|
$57.3M
|
+$2.23M
|
+21,415
|
+4%
|
|
