|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.74B
|
+$1.64B
|
+28,344,439
|
+1,331%
|
|
|
2
|
|
$1.17B
|
+$297M
|
+5,131,234
|
+34%
|
|
|
3
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$946M
|
+$241M
|
+4,150,652
|
+33%
|
|
|
4
|
|
$844M
|
+$460M
|
+7,937,334
|
+116%
|
|
|
5
|
SCS Capital Management
Boston,
Massachusetts
|
$487M
|
+$494M
|
+8,514,984
|
New
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$433M
|
+$39.7M
|
+685,190
|
+10%
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$416M
|
+$14.5M
|
+250,374
|
+4%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$389M
|
–
|
–
|
–
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$345M
|
+$349M
|
+6,021,089
|
+32,473%
|
|
|
10
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$268M
|
+$22M
|
+378,781
|
+9%
|
|
|
11
|
Fisher Asset Management
Camas,
Washington
|
$242M
|
-$3.03M
|
-52,334
|
-1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$208M
|
-$566K
|
-9,760
|
-0.3%
|
|
|
13
|
Blue Trust Inc
Alpharetta,
Georgia
|
$199M
|
+$8.88M
|
+153,214
|
+5%
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$198M
|
+$12.1M
|
+208,814
|
+6%
|
|
|
15
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$194M
|
–
|
–
|
–
|
|
|
16
|
NEPC LLC
Boston,
Massachusetts
|
$181M
|
+$183M
|
+3,162,938
|
+186,274%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$163M
|
+$16.1M
|
+277,423
|
+11%
|
|
|
18
|
First Interstate Bank
Billings,
Montana
|
$149M
|
-$4.58M
|
-78,925
|
-3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$146M
|
+$3.51M
|
+60,602
|
+2%
|
|
|
20
|
Foster Group
West Des Moines,
Iowa
|
$135M
|
+$5.67M
|
+97,714
|
+4%
|
|
|
21
|
Charles Schwab
San Francisco,
California
|
$134M
|
+$135M
|
+2,332,551
|
+17,699%
|
|
|
22
|
Morningstar Investment Services
Chicago,
Illinois
|
$121M
|
-$6.22M
|
-107,279
|
-5%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$117M
|
-$15.4M
|
-265,311
|
-11%
|
|
|
24
|
Heritage Financial Services
Westwood,
Massachusetts
|
$117M
|
+$8.57M
|
+147,827
|
+8%
|
|
|
25
|
Jordan Park Group
San Francisco,
California
|
$113M
|
-$1.04M
|
-17,927
|
-0.9%
|
|
