|
1
|
State Street
Boston,
Massachusetts
|
$457M
|
–
|
–
|
–
|
|
|
2
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$243M
|
-$9.61M
|
-140,581
|
-4%
|
|
|
3
|
Jordan Park Group
San Francisco,
California
|
$226M
|
+$230M
|
+3,365,082
|
New
|
|
|
4
|
Choate Investment Advisors
Boston,
Massachusetts
|
$222M
|
-$16.2M
|
-236,380
|
-7%
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$204M
|
+$74.1M
|
+1,083,517
|
+56%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$198M
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$172M
|
-$13.9M
|
-203,634
|
-7%
|
|
|
8
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$164M
|
-$923K
|
-13,500
|
-0.5%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$121M
|
+$23.6M
|
+345,345
|
+24%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$117M
|
+$82.7M
|
+1,209,786
|
+228%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$114M
|
-$3.46M
|
-50,616
|
-3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$105M
|
-$33.5M
|
-489,626
|
-24%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$100M
|
-$350K
|
-5,116
|
-0.3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$94M
|
+$13.8M
|
+201,222
|
+17%
|
|
|
15
|
RiverFront Investment Group
Richmond,
Virginia
|
$93.2M
|
+$52.8M
|
+771,370
|
+125%
|
|
|
16
|
|
$89.9M
|
-$6.08M
|
-88,917
|
-6%
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$77.2M
|
+$4.19M
|
+61,235
|
+6%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$61.8M
|
+$10.1M
|
+147,809
|
+19%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$60.2M
|
+$7.53M
|
+110,106
|
+14%
|
|
|
20
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$50.4M
|
+$10.8M
|
+158,206
|
+27%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$50.3M
|
-$3.22M
|
-47,119
|
-6%
|
|
|
22
|
Synovus Financial
Columbus,
Georgia
|
$48.9M
|
+$1.29M
|
+18,905
|
+3%
|
|
|
23
|
First Mercantile Trust
Cordova,
Tennessee
|
$46.9M
|
+$4.99M
|
+72,978
|
+12%
|
|
|
24
|
Gitterman Wealth Management
Edison,
New Jersey
|
$45.3M
|
+$46.1M
|
+674,492
|
New
|
|
|
25
|
Concord Wealth Partners
Abingdon,
Virginia
|
$41.6M
|
+$42.1M
|
+615,648
|
+18,263%
|
|
