|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$389M
|
+$293M
|
+3,853,677
|
+357%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$389M
|
+$12.7M
|
+167,127
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$321M
|
+$181M
|
+2,377,932
|
+141%
|
|
|
4
|
American Century Companies
Kansas City,
Missouri
|
$290M
|
+$22.5M
|
+295,670
|
+9%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$284M
|
-$33.6M
|
-441,524
|
-11%
|
|
|
6
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$233M
|
+$225M
|
+2,948,595
|
New
|
|
|
7
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$222M
|
+$19.9M
|
+261,405
|
+10%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$213M
|
+$118M
|
+1,552,177
|
+135%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$211M
|
+$31.9M
|
+419,047
|
+19%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$208M
|
+$156M
|
+2,046,558
|
+345%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$186M
|
-$795K
|
-10,441
|
-0.4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$182M
|
+$24.9M
|
+326,343
|
+16%
|
|
|
13
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$168M
|
-$16.1M
|
-211,016
|
-9%
|
|
|
14
|
|
$162M
|
+$26.4M
|
+346,451
|
+20%
|
|
|
15
|
HB Wealth Management
Atlanta,
Georgia
|
$133M
|
-$864K
|
-11,343
|
-0.7%
|
|
|
16
|
Oak Root LLC
Santa Barbara,
California
|
$119M
|
–
|
–
|
–
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$107M
|
+$251K
|
+3,290
|
+0.2%
|
|
|
18
|
Gradient Investments
Arden Hills,
Minnesota
|
$104M
|
+$8.37M
|
+109,854
|
+9%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$78.3M
|
+$9.82M
|
+128,893
|
+15%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$77.1M
|
+$14.9M
|
+195,045
|
+25%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$73M
|
+$70.5M
|
+925,546
|
New
|
|
|
22
|
Plancorp LLC
Saint Louis,
Missouri
|
$68.9M
|
-$542K
|
-7,121
|
-0.8%
|
|
|
23
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$67.9M
|
+$3.83M
|
+50,341
|
+6%
|
|
|
24
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$67.3M
|
-$326K
|
-4,276
|
-0.5%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$67.1M
|
+$10.1M
|
+133,103
|
+19%
|
|
