|
1
|
Bank of America
Charlotte,
North Carolina
|
$657M
|
+$39M
|
+837,947
|
+6%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$272M
|
+$4.99M
|
+107,138
|
+2%
|
|
|
3
|
|
$105M
|
+$2.34M
|
+50,190
|
+2%
|
|
|
4
|
|
$86.7M
|
-$1.1M
|
-23,514
|
-1%
|
|
|
5
|
|
$85M
|
+$33M
|
+707,812
|
+64%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$58.7M
|
+$751K
|
+16,110
|
+1%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$36.8M
|
-$6.26M
|
-134,300
|
-15%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.2M
|
+$3.12M
|
+66,879
|
+10%
|
|
|
9
|
Private Ocean
San Rafael,
California
|
$26.5M
|
+$1.32M
|
+28,411
|
+5%
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$26.2M
|
+$867K
|
+18,595
|
+3%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$25.8M
|
+$1.02M
|
+21,989
|
+4%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$24.7M
|
+$6.59M
|
+141,330
|
+36%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$23.5M
|
+$4.86M
|
+104,357
|
+26%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$22.9M
|
+$2.69M
|
+57,702
|
+13%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$20.7M
|
-$70.6K
|
-1,516
|
-0.3%
|
|
|
16
|
|
$13.3M
|
+$1.21M
|
+25,867
|
+10%
|
|
|
17
|
PFS Investments
Duluth,
Georgia
|
$13.3M
|
+$13.2M
|
+283,741
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.1M
|
+$3.14M
|
+67,282
|
+32%
|
|
|
19
|
Morningstar Investment Services
Chicago,
Illinois
|
$11.9M
|
+$25.4K
|
+545
|
+0.2%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$11.2M
|
-$343K
|
-7,355
|
-3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.7M
|
+$3.17M
|
+67,950
|
+42%
|
|
|
22
|
Franklin Resources
San Mateo,
California
|
$9.08M
|
+$9.05M
|
+194,230
|
New
|
|
|
23
|
Financial Network Wealth Management
Draper,
Utah
|
$9.07M
|
-$1.8M
|
-38,682
|
-17%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.36M
|
-$1.85M
|
-39,628
|
-18%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.26M
|
+$2.32M
|
+49,835
|
+39%
|
|
