|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$403M
|
–
|
–
|
–
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$297M
|
-$10.8M
|
-132,938
|
-4%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$246M
|
+$20.6M
|
+253,518
|
+9%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$232M
|
-$30.5M
|
-375,875
|
-12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$183M
|
+$17.6M
|
+217,265
|
+11%
|
|
|
6
|
|
$164M
|
+$21.3M
|
+262,203
|
+15%
|
|
|
7
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$154M
|
-$4.81M
|
-59,300
|
-3%
|
|
|
8
|
Strategic Investment Management
Arlington,
Virginia
|
$149M
|
+$516K
|
+6,360
|
+0.4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$96.3M
|
+$17.2M
|
+212,217
|
+22%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$95.9M
|
+$11.9M
|
+146,434
|
+14%
|
|
|
11
|
Victory Capital Management
San Antonio,
Texas
|
$83.6M
|
+$7.8M
|
+96,153
|
+10%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$82.5M
|
+$18.3M
|
+225,263
|
+29%
|
|
|
13
|
Diversified Trust
Memphis,
Tennessee
|
$76.8M
|
+$1.36M
|
+16,779
|
+2%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$74.7M
|
-$10.4M
|
-127,864
|
-12%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$72.7M
|
+$988K
|
+12,185
|
+1%
|
|
|
16
|
|
$67.1M
|
+$3.96M
|
+48,778
|
+6%
|
|
|
17
|
|
$39.8M
|
-$12.6M
|
-155,387
|
-24%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$31.2M
|
-$13.4M
|
-165,563
|
-30%
|
|
|
19
|
Wharton Business Group
Malvern,
Pennsylvania
|
$28.2M
|
–
|
–
|
–
|
|
|
20
|
Allianz Asset Management
Munich,
Germany
|
$27.1M
|
–
|
–
|
–
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$24M
|
+$4.06M
|
+50,012
|
+21%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.5M
|
-$3.12M
|
-38,472
|
-12%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$23.2M
|
+$2.44M
|
+30,116
|
+12%
|
|
|
24
|
Main Management ETF Advisors
San Francisco,
California
|
$20.1M
|
+$19.9M
|
+245,000
|
New
|
|
|
25
|
Well Done LLC
Holland,
Michigan
|
$20M
|
-$794K
|
-9,792
|
-4%
|
|
