|
1
|
|
$3.24B
|
+$456M
|
+7,909,057
|
+16%
|
|
|
2
|
|
$1.08B
|
-$97.6M
|
-1,693,790
|
-8%
|
|
|
3
|
WIT LLC
District Of Columbia,
District of Columbia
|
$930M
|
-$56.7K
|
-983
|
-6%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$403M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$401M
|
-$51.8M
|
-898,576
|
-11%
|
|
|
6
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$369M
|
-$5.28M
|
-91,627
|
-1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$333M
|
-$102M
|
-1,761,406
|
-23%
|
|
|
8
|
|
$273M
|
+$19.7M
|
+342,410
|
+8%
|
|
|
9
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$260M
|
+$4.01M
|
+69,516
|
+2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$231M
|
+$55.3M
|
+959,378
|
+31%
|
|
|
11
|
SCS Capital Management
Boston,
Massachusetts
|
$227M
|
-$193M
|
-3,341,702
|
-46%
|
|
|
12
|
Blue Trust Inc
Alpharetta,
Georgia
|
$223M
|
-$20.8M
|
-361,334
|
-9%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$213M
|
-$7.56M
|
-131,235
|
-3%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$205M
|
+$33.7M
|
+584,446
|
+20%
|
|
|
15
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$201M
|
+$9.24M
|
+160,363
|
+5%
|
|
|
16
|
Charles Schwab
San Francisco,
California
|
$164M
|
-$32.9M
|
-571,612
|
-17%
|
|
|
17
|
HB Wealth Management
Atlanta,
Georgia
|
$161M
|
-$9.96M
|
-172,794
|
-6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$142M
|
-$19.9M
|
-344,825
|
-12%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$141M
|
-$1M
|
-17,428
|
-0.7%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$128M
|
+$5.61M
|
+97,342
|
+5%
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$117M
|
+$1.21M
|
+20,973
|
+1%
|
|
|
22
|
Money Design
Tokyo,
Japan
|
$114M
|
+$32.1M
|
+556,195
|
+39%
|
|
|
23
|
Brown Advisory
Baltimore,
Maryland
|
$111M
|
-$44.8M
|
-777,925
|
-29%
|
|
|
24
|
NEPC LLC
Boston,
Massachusetts
|
$110M
|
+$110M
|
+1,913,635
|
New
|
|
|
25
|
Merit Financial Group
Alpharetta,
Georgia
|
$110M
|
+$12.7M
|
+220,151
|
+13%
|
|
