|
1
|
Bank of America
Charlotte,
North Carolina
|
$387M
|
+$39.6M
|
+721,160
|
+12%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$118M
|
+$1.88M
|
+34,314
|
+2%
|
|
|
3
|
|
$90M
|
+$22.7M
|
+412,421
|
+34%
|
|
|
4
|
|
$59.8M
|
+$6.1M
|
+111,137
|
+11%
|
|
|
5
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$39.4M
|
+$3.06M
|
+55,650
|
+8%
|
|
|
6
|
|
$29.4M
|
+$2.14M
|
+38,909
|
+8%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$26M
|
-$7.77M
|
-141,500
|
-23%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$23.8M
|
+$3.04M
|
+55,351
|
+15%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.6M
|
–
|
–
|
–
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$16.2M
|
+$7.5M
|
+136,640
|
+88%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
+$5.33M
|
+97,069
|
+51%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$13.8M
|
+$85.1K
|
+1,549
|
+0.6%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$13.3M
|
+$12.8M
|
+233,271
|
+3,535%
|
|
|
14
|
Financial Network Wealth Management
Draper,
Utah
|
$13.2M
|
+$962K
|
+17,514
|
+8%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$10.6M
|
+$10.6M
|
+192,127
|
New
|
|
|
16
|
Wedbush Securities
Los Angeles,
California
|
$9.99M
|
+$1.14M
|
+20,844
|
+13%
|
|
|
17
|
|
$9.21M
|
+$2.77M
|
+50,363
|
+43%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$8.77M
|
+$3.18M
|
+57,970
|
+58%
|
|
|
19
|
Morningstar Investment Services
Chicago,
Illinois
|
$8.54M
|
+$1.46M
|
+26,616
|
+21%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.84M
|
-$68.1K
|
-1,240
|
-1%
|
|
|
21
|
Brookstone Capital Management
Wheaton,
Illinois
|
$6.32M
|
+$1.45M
|
+26,387
|
+30%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$5.95M
|
+$885K
|
+16,123
|
+18%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.99M
|
+$546K
|
+9,947
|
+12%
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$4.93M
|
+$1.13M
|
+20,486
|
+30%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$4.49M
|
-$486K
|
-8,847
|
-10%
|
|
