|
1
|
Bank of America
Charlotte,
North Carolina
|
$72.8M
|
+$1.46M
|
+27,208
|
+2%
|
|
|
2
|
|
$67M
|
+$2.66M
|
+49,552
|
+4%
|
|
|
3
|
|
$59.5M
|
+$4.94M
|
+91,908
|
+9%
|
|
|
4
|
|
$45.6M
|
+$7.01M
|
+130,408
|
+19%
|
|
|
5
|
|
$32.4M
|
+$1.2M
|
+22,408
|
+4%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.1M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
+$4.67M
|
+86,884
|
+23%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$21.9M
|
+$1.92M
|
+35,682
|
+10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
+$4.76M
|
+88,522
|
+51%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.9M
|
+$52.4K
|
+976
|
+0.4%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$13.5M
|
+$969K
|
+18,038
|
+8%
|
|
|
12
|
Bank of New York Mellon
New York
|
$13.4M
|
+$1.14M
|
+21,280
|
+9%
|
|
|
13
|
Personal Capital Advisors
Redwood City,
California
|
$12.5M
|
+$2.09M
|
+38,862
|
+21%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$11.3M
|
+$2.95M
|
+54,940
|
+36%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$11M
|
+$125K
|
+2,328
|
+1%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$9.82M
|
+$117K
|
+2,182
|
+1%
|
|
|
17
|
Frontier Wealth Management
Kansas City,
Missouri
|
$8.26M
|
+$2.15M
|
+39,998
|
+36%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$7.6M
|
-$254K
|
-4,728
|
-3%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$7.52M
|
-$98.2K
|
-1,828
|
-1%
|
|
|
20
|
ETrade Capital Management
Arlington,
Virginia
|
$6.95M
|
+$1.37M
|
+25,444
|
+25%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$5.86M
|
+$1.63M
|
+30,292
|
+39%
|
|
|
22
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.61M
|
+$1.51M
|
+28,174
|
+38%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.51M
|
+$188K
|
+3,504
|
+4%
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$5.37M
|
+$3.05M
|
+56,844
|
+137%
|
|
|
25
|
American Century Companies
Kansas City,
Missouri
|
$4.69M
|
+$2.07M
|
+38,554
|
+82%
|
|
