|
1
|
|
$4.05B
|
+$3.1B
|
+52,754,036
|
+323%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.85B
|
+$170M
|
+2,896,197
|
+6%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$1.51B
|
-$91.2M
|
-1,553,701
|
-6%
|
|
|
4
|
|
$1.05B
|
+$145M
|
+2,477,867
|
+16%
|
|
|
5
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$836M
|
+$27.2M
|
+463,479
|
+3%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$576M
|
+$93.8M
|
+1,598,573
|
+19%
|
|
|
7
|
SCS Capital Management
Boston,
Massachusetts
|
$573M
|
+$14.2M
|
+241,659
|
+3%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$508M
|
+$10.4M
|
+177,042
|
+2%
|
|
|
9
|
Fisher Asset Management
Camas,
Washington
|
$405M
|
+$165M
|
+2,810,940
|
+68%
|
|
|
10
|
NEPC LLC
Boston,
Massachusetts
|
$366M
|
+$106M
|
+1,802,367
|
+41%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$353M
|
+$41.9M
|
+714,504
|
+13%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$342M
|
+$152M
|
+2,591,588
|
+80%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$340M
|
–
|
–
|
–
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$222M
|
-$1.35M
|
-22,940
|
-0.6%
|
|
|
15
|
Blue Trust Inc
Alpharetta,
Georgia
|
$219M
|
-$15M
|
-255,745
|
-6%
|
|
|
16
|
Midland Wealth Advisors
Effingham,
Illinois
|
$212M
|
+$14.1M
|
+240,275
|
+7%
|
|
|
17
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$199M
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$198M
|
-$49.4M
|
-842,818
|
-20%
|
|
|
19
|
Summit Trail Advisors
New York
|
$185M
|
+$88.8M
|
+1,514,349
|
+92%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$153M
|
+$9.76M
|
+166,274
|
+7%
|
|
|
21
|
Heritage Financial Services
Westwood,
Massachusetts
|
$145M
|
+$12.2M
|
+208,744
|
+9%
|
|
|
22
|
First Interstate Bank
Billings,
Montana
|
$135M
|
+$5.1M
|
+86,841
|
+4%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$134M
|
+$9.07M
|
+154,526
|
+7%
|
|
|
24
|
|
$129M
|
+$14.9M
|
+254,474
|
+13%
|
|
|
25
|
Charles Schwab
San Francisco,
California
|
$128M
|
-$7.2M
|
-122,779
|
-5%
|
|
