|
1
|
Bank of America
Charlotte,
North Carolina
|
$499M
|
+$46.7M
|
+881,076
|
+10%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$281M
|
+$171M
|
+3,218,822
|
+144%
|
|
|
3
|
|
$120M
|
+$2.7M
|
+50,967
|
+2%
|
|
|
4
|
|
$94.1M
|
+$3.74M
|
+70,628
|
+4%
|
|
|
5
|
|
$59.9M
|
+$24.4M
|
+461,512
|
+66%
|
|
|
6
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$49.4M
|
-$15M
|
-283,190
|
-23%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$34.8M
|
+$4.7M
|
+88,636
|
+15%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$26.1M
|
-$277K
|
-5,223
|
-1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.3M
|
+$3.68M
|
+69,396
|
+16%
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$24.7M
|
-$106K
|
-2,005
|
-0.4%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$21.8M
|
+$1.96M
|
+36,993
|
+10%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$18.2M
|
+$835K
|
+15,767
|
+5%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$15.8M
|
+$4.6M
|
+86,927
|
+40%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$14.5M
|
+$2.74M
|
+51,735
|
+23%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.3M
|
-$1.87M
|
-35,244
|
-11%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$13.8M
|
+$284K
|
+5,353
|
+2%
|
|
|
17
|
Financial Network Wealth Management
Draper,
Utah
|
$13.7M
|
-$290K
|
-5,469
|
-2%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$13.1M
|
+$152K
|
+2,860
|
+1%
|
|
|
19
|
|
$12.9M
|
+$1.42M
|
+26,815
|
+12%
|
|
|
20
|
Barings
Charlotte,
North Carolina
|
$8.66M
|
+$4.65M
|
+87,723
|
+110%
|
|
|
21
|
Apella Capital
West Hartford,
Connecticut
|
$8.33M
|
+$685K
|
+12,925
|
+9%
|
|
|
22
|
WesBanco Bank
Wheeling,
West Virginia
|
$8.32M
|
+$20.4K
|
+385
|
+0.2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.15M
|
-$1.32M
|
-24,895
|
-14%
|
|
|
24
|
|
$7.07M
|
-$3.02M
|
-57,009
|
-29%
|
|
|
25
|
Brookstone Capital Management
Wheaton,
Illinois
|
$6.84M
|
+$106K
|
+2,003
|
+1%
|
|
