|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.71B
|
+$880M
|
+15,273,008
|
+50%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$1.62B
|
+$1.22B
|
+21,240,702
|
+352%
|
|
|
3
|
|
$969M
|
-$235M
|
-4,084,298
|
-20%
|
|
|
4
|
|
$920M
|
+$42.4M
|
+736,080
|
+5%
|
|
|
5
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$819M
|
-$158M
|
-2,742,363
|
-17%
|
|
|
6
|
SCS Capital Management
Boston,
Massachusetts
|
$566M
|
+$58.9M
|
+1,021,724
|
+12%
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$504M
|
+$70M
|
+1,214,192
|
+17%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$489M
|
+$38.9M
|
+674,437
|
+9%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$344M
|
-$57.6M
|
-1,000,000
|
-15%
|
|
|
10
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$315M
|
+$35.4M
|
+613,932
|
+13%
|
|
|
11
|
NEPC LLC
Boston,
Massachusetts
|
$264M
|
+$73.9M
|
+1,281,593
|
+40%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$250M
|
+$33.6M
|
+583,313
|
+16%
|
|
|
13
|
Fisher Asset Management
Camas,
Washington
|
$244M
|
-$6.83M
|
-118,476
|
-3%
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$240M
|
+$110M
|
+1,913,658
|
+90%
|
|
|
15
|
Blue Trust Inc
Alpharetta,
Georgia
|
$228M
|
+$34M
|
+590,448
|
+17%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$223M
|
+$17.4M
|
+301,808
|
+9%
|
|
|
17
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$201M
|
–
|
–
|
–
|
|
|
18
|
Midland Wealth Advisors
Effingham,
Illinois
|
$201M
|
+$195M
|
+3,386,530
|
New
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$193M
|
+$22.3M
|
+387,213
|
+14%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$145M
|
+$22.1M
|
+382,673
|
+19%
|
|
|
21
|
Charles Schwab
San Francisco,
California
|
$137M
|
-$1.65M
|
-28,567
|
-1%
|
|
|
22
|
Foster Group
West Des Moines,
Iowa
|
$135M
|
–
|
–
|
–
|
|
|
23
|
Heritage Financial Services
Westwood,
Massachusetts
|
$134M
|
+$12.4M
|
+214,327
|
+10%
|
|
|
24
|
First Interstate Bank
Billings,
Montana
|
$131M
|
-$22.2M
|
-385,780
|
-15%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$126M
|
-$24.7M
|
-429,359
|
-17%
|
|
