|
1
|
Bank of America
Charlotte,
North Carolina
|
$76.7M
|
+$2.8M
|
+50,746
|
+4%
|
|
|
2
|
|
$74.6M
|
+$6.13M
|
+110,948
|
+9%
|
|
|
3
|
|
$59.5M
|
–
|
–
|
–
|
|
|
4
|
|
$50.8M
|
+$4.54M
|
+82,162
|
+10%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.1M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$28.5M
|
+$2.59M
|
+46,934
|
+10%
|
|
|
7
|
|
$27.1M
|
-$5.74M
|
-103,856
|
-18%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$24.4M
|
+$2.2M
|
+39,802
|
+10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.4M
|
+$7.84M
|
+141,824
|
+54%
|
|
|
10
|
Personal Capital Advisors
Redwood City,
California
|
$13.9M
|
+$1.31M
|
+23,776
|
+10%
|
|
|
11
|
Bank of New York Mellon
New York
|
$13.8M
|
+$156K
|
+2,826
|
+1%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.8M
|
-$331K
|
-5,988
|
-2%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$13.4M
|
-$303K
|
-5,482
|
-2%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$11.6M
|
+$182K
|
+3,294
|
+2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
-$172K
|
-3,116
|
-2%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$10.1M
|
+$129K
|
+2,328
|
+1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$9.19M
|
+$1.47M
|
+26,690
|
+19%
|
|
|
18
|
First Horizon Advisors
Memphis,
Tennessee
|
$8.1M
|
+$8.07M
|
+146,114
|
New
|
|
|
19
|
ETrade Capital Management
Arlington,
Virginia
|
$8.1M
|
+$1.05M
|
+19,002
|
+15%
|
|
|
20
|
Erste Asset Management
Vienna,
Austria
|
$7.69M
|
+$7.66M
|
+138,648
|
New
|
|
|
21
|
Suntrust Banks
Atlanta,
Georgia
|
$7.47M
|
-$158K
|
-2,856
|
-2%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$6.52M
|
+$573K
|
+10,366
|
+10%
|
|
|
23
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.29M
|
-$2.08M
|
-37,600
|
-25%
|
|
|
24
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.66M
|
-$22.2K
|
-402
|
-0.4%
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$5.53M
|
+$77.6K
|
+1,404
|
+1%
|
|
