|
1
|
Bank of America
Charlotte,
North Carolina
|
$343M
|
+$335M
|
+6,049,669
|
+2,765%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$114M
|
+$1.64M
|
+29,542
|
+1%
|
|
|
3
|
|
$66.4M
|
+$20.8M
|
+374,710
|
+45%
|
|
|
4
|
|
$53M
|
+$4.86M
|
+87,634
|
+10%
|
|
|
5
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$35.9M
|
+$4.99M
|
+90,000
|
+16%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$35.6M
|
+$6.95M
|
+125,392
|
+26%
|
|
|
7
|
|
$26.9M
|
+$4.48M
|
+80,782
|
+20%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$20.5M
|
+$4.4M
|
+79,316
|
+27%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.6M
|
–
|
–
|
–
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$13.5M
|
+$13.3M
|
+240,516
|
+3,395%
|
|
|
11
|
Financial Network Wealth Management
Draper,
Utah
|
$12.1M
|
+$9.1M
|
+164,190
|
+292%
|
|
|
12
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$11.7M
|
-$1.94M
|
-34,921
|
-14%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.4M
|
+$3.68M
|
+66,408
|
+54%
|
|
|
14
|
SEI Investments
Oaks,
Pennsylvania
|
$8.8M
|
–
|
–
|
–
|
|
|
15
|
Wedbush Securities
Los Angeles,
California
|
$8.74M
|
+$3.85M
|
+69,500
|
+77%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$7.8M
|
+$7.91M
|
+142,636
|
New
|
|
|
17
|
Morningstar Investment Services
Chicago,
Illinois
|
$6.98M
|
+$1.71M
|
+30,778
|
+32%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.83M
|
+$289K
|
+5,207
|
+4%
|
|
|
19
|
|
$6.36M
|
+$3.21M
|
+57,957
|
+100%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$5.51M
|
+$2.58M
|
+46,510
|
+86%
|
|
|
21
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$5.11M
|
+$1.56M
|
+28,081
|
+43%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$5M
|
+$2.51M
|
+45,356
|
+98%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.92M
|
+$2.62M
|
+47,281
|
+111%
|
|
|
24
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.81M
|
+$1.06M
|
+19,107
|
+28%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.39M
|
+$1.01M
|
+18,264
|
+29%
|
|
