|
1
|
Bank of America
Charlotte,
North Carolina
|
$68.8M
|
-$44.1M
|
-869,394
|
-40%
|
|
|
2
|
|
$62.5M
|
+$4.04M
|
+79,646
|
+7%
|
|
|
3
|
|
$52.6M
|
+$7.04M
|
+138,718
|
+16%
|
|
|
4
|
|
$37.1M
|
+$6.89M
|
+135,800
|
+24%
|
|
|
5
|
|
$30M
|
+$1.89M
|
+37,316
|
+7%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.1M
|
+$35.7M
|
+703,726
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$20.1M
|
+$499K
|
+9,840
|
+3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$19.2M
|
+$2.04M
|
+40,204
|
+12%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.3M
|
-$70.2K
|
-1,384
|
-0.5%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$12M
|
+$219K
|
+4,328
|
+2%
|
|
|
11
|
Bank of New York Mellon
New York
|
$11.8M
|
-$487K
|
-9,608
|
-4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
-$1.14M
|
-22,556
|
-10%
|
|
|
13
|
Personal Capital Advisors
Redwood City,
California
|
$9.96M
|
+$2.91M
|
+57,310
|
+44%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$9.91M
|
-$11M
|
-216,678
|
-54%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.19M
|
+$3.15M
|
+62,110
|
+55%
|
|
|
16
|
Geode Capital Management
Boston,
Massachusetts
|
$8.72M
|
–
|
–
|
–
|
|
|
17
|
|
$8.22M
|
+$1.71M
|
+33,782
|
+28%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$7.99M
|
+$3.96M
|
+78,124
|
+107%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$7.58M
|
+$183K
|
+3,616
|
+3%
|
|
|
20
|
Suntrust Banks
Atlanta,
Georgia
|
$7.35M
|
-$3.04K
|
-60
|
-0%
|
|
|
21
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.86M
|
–
|
–
|
–
|
|
|
22
|
ETrade Capital Management
Arlington,
Virginia
|
$5.36M
|
+$1.22M
|
+23,980
|
+31%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.13M
|
-$5.48K
|
-108
|
-0.1%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.28M
|
-$5.68M
|
-111,902
|
-58%
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$4.06M
|
-$248K
|
-4,896
|
-6%
|
|
