|
1
|
Bank of America
Charlotte,
North Carolina
|
$437M
|
+$52M
|
+935,176
|
+13%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$119M
|
+$2.15M
|
+38,692
|
+2%
|
|
|
3
|
|
$93.3M
|
+$3.68M
|
+66,097
|
+4%
|
|
|
4
|
|
$91.7M
|
+$32.4M
|
+582,092
|
+54%
|
|
|
5
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$40.1M
|
+$40.4M
|
+726,750
|
New
|
|
|
6
|
|
$35.2M
|
+$6M
|
+107,820
|
+20%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$29M
|
+$3.1M
|
+55,709
|
+12%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$25.6M
|
+$1.9M
|
+34,106
|
+8%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$22M
|
+$20.1M
|
+361,425
|
+972%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$19.2M
|
+$3.08M
|
+55,349
|
+19%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.6M
|
+$2.82M
|
+50,739
|
+18%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$18.6M
|
+$13.8M
|
+247,864
|
+278%
|
|
|
13
|
Financial Network Wealth Management
Draper,
Utah
|
$14M
|
+$911K
|
+16,377
|
+7%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$13.7M
|
–
|
–
|
–
|
|
|
15
|
|
$10.6M
|
+$1.43M
|
+25,630
|
+15%
|
|
|
16
|
Morningstar Investment Services
Chicago,
Illinois
|
$10M
|
+$1.49M
|
+26,733
|
+17%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$9.6M
|
+$860K
|
+15,462
|
+10%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.61M
|
+$1.81M
|
+32,607
|
+26%
|
|
|
19
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$7.57M
|
+$4.67M
|
+83,960
|
+157%
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
$6.68M
|
+$396K
|
+7,116
|
+6%
|
|
|
21
|
Apella Capital
West Hartford,
Connecticut
|
$6.67M
|
+$748K
|
+13,439
|
+12%
|
|
|
22
|
WesBanco Bank
Wheeling,
West Virginia
|
$6.58M
|
+$2.93M
|
+52,585
|
+79%
|
|
|
23
|
|
$6.52M
|
+$6.58M
|
+118,277
|
New
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$6.03M
|
-$4.61M
|
-82,833
|
-43%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$5.46M
|
+$3.71M
|
+66,641
|
+205%
|
|
