|
1
|
Bank of America
Charlotte,
North Carolina
|
$614M
|
+$153M
|
+3,145,881
|
+31%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$265M
|
+$6.56M
|
+134,714
|
+2%
|
|
|
3
|
|
$102M
|
+$35.6M
|
+729,956
|
+50%
|
|
|
4
|
|
$87.2M
|
+$19.5M
|
+400,847
|
+27%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$58M
|
+$15.5M
|
+317,678
|
+34%
|
|
|
6
|
|
$51.6M
|
-$76.1M
|
-1,561,988
|
-58%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.9M
|
+$5.53M
|
+113,585
|
+21%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$25.1M
|
+$2.53M
|
+52,015
|
+11%
|
|
|
9
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$25.1M
|
-$20M
|
-411,300
|
-43%
|
|
|
10
|
Private Ocean
San Rafael,
California
|
$25M
|
+$907K
|
+18,612
|
+4%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$24.6M
|
-$229K
|
-4,692
|
-0.9%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$20.7M
|
+$530K
|
+10,876
|
+3%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$20M
|
+$1.38M
|
+28,238
|
+7%
|
|
|
14
|
|
$18.7M
|
-$12.6M
|
-259,073
|
-39%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$18.5M
|
+$2.99M
|
+61,316
|
+18%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$18M
|
+$2.46M
|
+50,391
|
+15%
|
|
|
17
|
|
$12.7M
|
–
|
–
|
–
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$11.5M
|
-$58.5K
|
-1,200
|
-0.5%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$11.5M
|
+$2.1M
|
+43,012
|
+21%
|
|
|
20
|
Financial Network Wealth Management
Draper,
Utah
|
$10.8M
|
-$2.9M
|
-59,502
|
-20%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.1M
|
-$794K
|
-16,305
|
-7%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.91M
|
+$5.05M
|
+103,735
|
+95%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$7.65M
|
+$148K
|
+3,040
|
+2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.43M
|
-$354K
|
-7,276
|
-4%
|
|
|
25
|
WesBanco Bank
Wheeling,
West Virginia
|
$7.12M
|
-$540K
|
-11,092
|
-7%
|
|
