|
1
|
State Street
Boston,
Massachusetts
|
$472M
|
–
|
–
|
–
|
|
|
2
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$258M
|
+$2.28M
|
+32,581
|
+0.9%
|
|
|
3
|
Choate Investment Advisors
Boston,
Massachusetts
|
$246M
|
-$6.45M
|
-92,263
|
-3%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$198M
|
+$2.95M
|
+42,241
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$192M
|
+$52.3M
|
+747,109
|
+37%
|
|
|
6
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$171M
|
+$39.7M
|
+567,500
|
+30%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$142M
|
-$23.3M
|
-332,876
|
-14%
|
|
|
8
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$135M
|
+$109M
|
+1,563,897
|
+406%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$121M
|
-$3.52M
|
-50,284
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$104M
|
-$326M
|
-4,667,954
|
-76%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$101M
|
+$6.1M
|
+87,293
|
+6%
|
|
|
12
|
|
$99M
|
+$3.47M
|
+49,666
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$83.1M
|
+$2.64M
|
+37,747
|
+3%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$75.4M
|
+$4.56M
|
+65,166
|
+6%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$55.2M
|
-$1.81M
|
-25,891
|
-3%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$54.5M
|
-$7.17M
|
-102,584
|
-12%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$53.6M
|
+$9.13M
|
+130,506
|
+20%
|
|
|
18
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$51.3M
|
+$7.65M
|
+109,345
|
+17%
|
|
|
19
|
Synovus Financial
Columbus,
Georgia
|
$49.2M
|
+$1.04M
|
+14,927
|
+2%
|
|
|
20
|
Hancock Whitney
Gulfport,
Mississippi
|
$47.5M
|
-$2.57M
|
-36,695
|
-5%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$47.3M
|
-$10.9M
|
-155,738
|
-19%
|
|
|
22
|
First Mercantile Trust
Cordova,
Tennessee
|
$43.5M
|
+$43.8M
|
+626,790
|
New
|
|
|
23
|
RiverFront Investment Group
Richmond,
Virginia
|
$42.7M
|
-$73M
|
-1,043,928
|
-63%
|
|
|
24
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$41.1M
|
+$41.4M
|
+592,168
|
New
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$36.9M
|
+$34M
|
+486,264
|
+1,082%
|
|
