|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$403M
|
–
|
–
|
–
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$325M
|
+$479K
|
+5,588
|
+0.2%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$270M
|
+$735K
|
+8,570
|
+0.3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$249M
|
+$46.5M
|
+542,731
|
+24%
|
|
|
5
|
|
$240M
|
+$58M
|
+675,811
|
+34%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$222M
|
-$30.9M
|
-359,952
|
-13%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$214M
|
+$104M
|
+1,210,581
|
+103%
|
|
|
8
|
Strategic Investment Management
Arlington,
Virginia
|
$177M
|
+$12.8M
|
+149,700
|
+8%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$123M
|
+$31.5M
|
+367,593
|
+37%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$111M
|
+$5.69M
|
+66,395
|
+6%
|
|
|
11
|
Victory Capital Management
San Antonio,
Texas
|
$91.5M
|
–
|
–
|
–
|
|
|
12
|
United Services Automobile Association
San Antonio,
Texas
|
$81.7M
|
–
|
–
|
–
|
|
|
13
|
|
$73.2M
|
-$203K
|
-2,368
|
-0.3%
|
|
|
14
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$60.5M
|
-$103M
|
-1,206,200
|
-64%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$57.5M
|
+$22.4M
|
+261,433
|
+69%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$56.9M
|
+$29.8M
|
+347,475
|
+121%
|
|
|
17
|
Diversified Trust
Memphis,
Tennessee
|
$54.5M
|
-$28.2M
|
-328,877
|
-35%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$54.2M
|
-$24.2M
|
-282,305
|
-32%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.6M
|
+$42.2M
|
+491,735
|
+591%
|
|
|
20
|
|
$40.8M
|
-$2.65M
|
-30,858
|
-6%
|
|
|
21
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$32.7M
|
+$19.4M
|
+226,200
|
+163%
|
|
|
22
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$31.5M
|
+$30.1M
|
+351,504
|
New
|
|
|
23
|
Donoghue Forlines
Boston,
Massachusetts
|
$30.9M
|
+$23.3M
|
+271,200
|
+369%
|
|
|
24
|
Wharton Business Group
Malvern,
Pennsylvania
|
$30.8M
|
+$12.9K
|
+150
|
+0%
|
|
|
25
|
Allianz Asset Management
Munich,
Germany
|
$29.6M
|
–
|
–
|
–
|
|
