|
1
|
Bank of America
Charlotte,
North Carolina
|
$493M
|
+$20.5M
|
+414,912
|
+4%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$273M
|
+$6.21M
|
+125,393
|
+2%
|
|
|
3
|
|
$131M
|
+$17.5M
|
+353,399
|
+15%
|
|
|
4
|
|
$72.3M
|
-$17M
|
-344,273
|
-19%
|
|
|
5
|
|
$72.1M
|
+$15.5M
|
+313,099
|
+27%
|
|
|
6
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$46.6M
|
-$232K
|
-4,680
|
-0.5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$44.3M
|
+$12.8M
|
+258,271
|
+38%
|
|
|
8
|
|
$32.4M
|
+$26M
|
+524,992
|
+383%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$27M
|
+$3M
|
+60,628
|
+12%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$26.2M
|
+$13.2M
|
+267,589
|
+100%
|
|
|
11
|
Private Ocean
San Rafael,
California
|
$25.4M
|
+$686K
|
+13,859
|
+3%
|
|
|
12
|
Alesco Advisors
Pittsford,
New York
|
$23.9M
|
+$569K
|
+11,485
|
+2%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$21.3M
|
+$584K
|
+11,786
|
+3%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$19.7M
|
+$2.52M
|
+50,991
|
+14%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$16.5M
|
+$1.61M
|
+32,438
|
+11%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$2.75M
|
+55,627
|
+20%
|
|
|
17
|
Financial Network Wealth Management
Draper,
Utah
|
$14.3M
|
+$1.31M
|
+26,534
|
+10%
|
|
|
18
|
|
$12.7M
|
+$432K
|
+8,716
|
+3%
|
|
|
19
|
Morningstar Investment Services
Chicago,
Illinois
|
$12.3M
|
-$38K
|
-767
|
-0.3%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.5M
|
-$2.08M
|
-42,099
|
-15%
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$10M
|
+$10.1M
|
+204,358
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.18M
|
+$466K
|
+9,408
|
+6%
|
|
|
23
|
WesBanco Bank
Wheeling,
West Virginia
|
$8.05M
|
+$165K
|
+3,341
|
+2%
|
|
|
24
|
Apella Capital
West Hartford,
Connecticut
|
$7.91M
|
+$19.5K
|
+393
|
+0.2%
|
|
|
25
|
One Wealth Advisors
San Francisco,
California
|
$6.38M
|
+$4.8M
|
+96,888
|
+290%
|
|
