|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$403M
|
–
|
–
|
–
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$304M
|
-$114M
|
-1,416,616
|
-27%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$260M
|
-$75.1M
|
-936,817
|
-23%
|
|
|
4
|
Mason Investment Advisory Services
Reston,
Virginia
|
$223M
|
+$220M
|
+2,750,339
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$164M
|
-$4.07M
|
-50,811
|
-2%
|
|
|
6
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$157M
|
+$4.76M
|
+59,410
|
+3%
|
|
|
7
|
Strategic Investment Management
Arlington,
Virginia
|
$147M
|
+$145M
|
+1,814,580
|
New
|
|
|
8
|
|
$141M
|
+$6.61M
|
+82,522
|
+5%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$84.3M
|
–
|
–
|
–
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$83M
|
-$1.26M
|
-15,732
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$78M
|
+$12.6M
|
+157,633
|
+20%
|
|
|
12
|
Victory Capital Management
San Antonio,
Texas
|
$75M
|
+$74M
|
+923,250
|
New
|
|
|
13
|
Diversified Trust
Memphis,
Tennessee
|
$74.6M
|
+$2.31M
|
+28,874
|
+3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$71M
|
+$4.84M
|
+60,393
|
+7%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$63.4M
|
+$19.6M
|
+244,872
|
+46%
|
|
|
16
|
|
$62.5M
|
-$21.8M
|
-272,128
|
-26%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56.9M
|
-$14.3M
|
-178,439
|
-20%
|
|
|
18
|
|
$51.5M
|
-$336M
|
-4,199,154
|
-87%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$44.3M
|
-$749K
|
-9,349
|
-2%
|
|
|
20
|
Wharton Business Group
Malvern,
Pennsylvania
|
$27.9M
|
+$50.5K
|
+630
|
+0.2%
|
|
|
21
|
Allianz Asset Management
Munich,
Germany
|
$26.8M
|
–
|
–
|
–
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.4M
|
+$20.9M
|
+260,963
|
+405%
|
|
|
23
|
Well Done LLC
Holland,
Michigan
|
$20.6M
|
-$3.73M
|
-46,552
|
-16%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$20.6M
|
-$3.9M
|
-48,619
|
-16%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.7M
|
-$2.15M
|
-26,840
|
-10%
|
|
