|
1
|
Bank of America
Charlotte,
North Carolina
|
$731M
|
+$35.6M
|
+340,302
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$647M
|
+$24.2M
|
+231,266
|
+4%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$632M
|
+$72.6M
|
+694,814
|
+13%
|
|
|
4
|
Bank of New York Mellon
New York
|
$618M
|
-$144M
|
-1,374,674
|
-19%
|
|
|
5
|
|
$376M
|
-$1.94M
|
-18,575
|
-0.5%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$263M
|
+$45.1K
|
+432
|
+0%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$255M
|
+$4.91M
|
+46,981
|
+2%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$191M
|
+$84.4M
|
+807,794
|
+80%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$148M
|
-$5.44M
|
-52,103
|
-4%
|
|
|
10
|
Franklin Resources
San Mateo,
California
|
$125M
|
-$4.21M
|
-40,290
|
-3%
|
|
|
11
|
WIT LLC
District Of Columbia,
District of Columbia
|
$122M
|
-$70.9M
|
-679,000
|
-37%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$119M
|
+$8.79M
|
+84,173
|
+8%
|
|
|
13
|
|
$98.3M
|
+$1.62M
|
+15,525
|
+2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$90.4M
|
+$1.15M
|
+11,027
|
+1%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$84.5M
|
-$17.4M
|
-166,863
|
-17%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$83.6M
|
-$30.4M
|
-291,038
|
-27%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$79.5M
|
+$2.6M
|
+24,925
|
+3%
|
|
|
18
|
|
$77.9M
|
-$100M
|
-959,123
|
-56%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$75.4M
|
+$4.7M
|
+44,999
|
+7%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$70M
|
-$203K
|
-1,945
|
-0.3%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$69.8M
|
-$9.24M
|
-88,420
|
-12%
|
|
|
22
|
|
$63M
|
+$2.34M
|
+22,354
|
+4%
|
|
|
23
|
|
$59.6M
|
+$301K
|
+2,884
|
+0.5%
|
|
|
24
|
Angeles Wealth Management
Santa Monica,
California
|
$53.9M
|
+$230K
|
+2,205
|
+0.4%
|
|
|
25
|
Salomon & Ludwin
Richmond,
Virginia
|
$53.5M
|
+$819K
|
+7,843
|
+2%
|
|
