|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$83.4M
|
+$83.8M
|
+3,065,649
|
New
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$43.6M
|
+$1.81M
|
+66,162
|
+4%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$41.1M
|
+$1.89M
|
+68,974
|
+5%
|
|
|
4
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$35.9M
|
–
|
–
|
–
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$33.3M
|
+$3.98M
|
+145,650
|
+13%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$29.7M
|
-$1.11M
|
-40,563
|
-4%
|
|
|
7
|
|
$23.9M
|
+$7.52M
|
+275,113
|
+46%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.8M
|
+$1.18M
|
+43,125
|
+5%
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$20.6M
|
+$1.25M
|
+45,701
|
+6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
+$1.84M
|
+67,332
|
+11%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18.1M
|
-$1.33M
|
-48,721
|
-7%
|
|
|
12
|
Gould Asset Management
Claremont,
California
|
$17.8M
|
+$1.02M
|
+37,422
|
+6%
|
|
|
13
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$17.2M
|
-$256K
|
-9,377
|
-1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.1M
|
+$755K
|
+27,616
|
+6%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$13.4M
|
-$519K
|
-18,969
|
-4%
|
|
|
16
|
Conning Inc
Hartford,
Connecticut
|
$13.3M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$1.14M
|
+41,552
|
+10%
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$11.3M
|
+$615K
|
+22,481
|
+6%
|
|
|
19
|
Bank of New York Mellon
New York
|
$9.96M
|
-$91.9K
|
-3,361
|
-0.9%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.56M
|
+$683K
|
+24,954
|
+9%
|
|
|
21
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$7.63M
|
+$730K
|
+26,706
|
+11%
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
$7.25M
|
+$343K
|
+12,536
|
+5%
|
|
|
23
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$6.65M
|
+$567K
|
+20,723
|
+9%
|
|
|
24
|
|
$5.94M
|
-$131K
|
-4,793
|
-2%
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
$5.63M
|
-$223K
|
-8,153
|
-4%
|
|
