|
1
|
Bank of America
Charlotte,
North Carolina
|
$716M
|
+$24.8M
|
+535,072
|
+4%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$415M
|
+$135M
|
+2,907,898
|
+47%
|
|
|
3
|
|
$246M
|
+$61.3M
|
+1,321,321
|
+32%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$184M
|
-$22.6M
|
-486,703
|
-11%
|
|
|
5
|
|
$126M
|
-$1.85M
|
-39,924
|
-1%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$94.6M
|
+$11.6M
|
+249,716
|
+14%
|
|
|
7
|
|
$83.9M
|
+$29M
|
+624,035
|
+51%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$58.2M
|
+$17.9M
|
+386,305
|
+43%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$50M
|
+$51.2M
|
+1,104,659
|
New
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$41.8M
|
+$8.11M
|
+174,800
|
+23%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$40.1M
|
+$5.58M
|
+120,345
|
+16%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$36.4M
|
+$10.5M
|
+226,866
|
+39%
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$27.8M
|
+$1.07M
|
+23,165
|
+4%
|
|
|
14
|
Private Ocean
San Rafael,
California
|
$26.9M
|
+$407K
|
+8,773
|
+2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.6M
|
+$13.1M
|
+283,337
|
+94%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.5M
|
+$2.69M
|
+58,050
|
+11%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.5M
|
+$18.7M
|
+404,156
|
+223%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$26.1M
|
+$357K
|
+7,697
|
+1%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$23M
|
+$408K
|
+8,791
|
+2%
|
|
|
20
|
|
$17.9M
|
+$845K
|
+18,205
|
+5%
|
|
|
21
|
Bank of New York Mellon
New York
|
$17.9M
|
+$15.9M
|
+341,678
|
+639%
|
|
|
22
|
SigFig Wealth Management
San Francisco,
California
|
$15.3M
|
+$3.01M
|
+64,959
|
+24%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.2M
|
+$2.6M
|
+56,121
|
+20%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$14.2M
|
+$225K
|
+4,840
|
+2%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$14.1M
|
+$962K
|
+20,736
|
+7%
|
|
