|
1
|
Bank of America
Charlotte,
North Carolina
|
$485M
|
+$47.4M
|
+860,968
|
+11%
|
|
|
2
|
|
$125M
|
+$31.7M
|
+575,568
|
+34%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$123M
|
+$3.55M
|
+64,559
|
+3%
|
|
|
4
|
|
$96.7M
|
+$4.87M
|
+88,565
|
+5%
|
|
|
5
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$68.5M
|
+$28.3M
|
+513,630
|
+71%
|
|
|
6
|
|
$38.6M
|
+$3.3M
|
+60,037
|
+9%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$32.3M
|
+$3.28M
|
+59,552
|
+11%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$28.2M
|
+$2.58M
|
+46,809
|
+10%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$26.5M
|
+$4.47M
|
+81,195
|
+20%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.2M
|
+$4.62M
|
+83,919
|
+25%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$21.3M
|
+$2.08M
|
+37,884
|
+11%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$18.6M
|
-$46.2K
|
-839
|
-0.2%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.2M
|
+$17.2M
|
+312,063
|
New
|
|
|
14
|
Financial Network Wealth Management
Draper,
Utah
|
$15M
|
+$931K
|
+16,930
|
+7%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$14.5M
|
+$726K
|
+13,204
|
+5%
|
|
|
16
|
Morningstar Investment Services
Chicago,
Illinois
|
$13.8M
|
+$3.79M
|
+68,834
|
+38%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$7.17M
|
+130,243
|
+131%
|
|
|
18
|
|
$12.3M
|
+$1.72M
|
+31,251
|
+16%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$12M
|
+$2.43M
|
+44,131
|
+25%
|
|
|
20
|
|
$10.7M
|
+$4.16M
|
+75,666
|
+64%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.1M
|
+$1.45M
|
+26,438
|
+17%
|
|
|
22
|
WesBanco Bank
Wheeling,
West Virginia
|
$8.88M
|
+$2.28M
|
+41,491
|
+35%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$8.19M
|
+$1.51M
|
+27,381
|
+23%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$7.7M
|
+$4.97M
|
+90,251
|
+183%
|
|
|
25
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$7.61M
|
+$34.1K
|
+619
|
+0.5%
|
|
