|
1
|
Bank of America
Charlotte,
North Carolina
|
$783M
|
+$27.3M
|
+596,383
|
+4%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$453M
|
+$15.8M
|
+344,644
|
+4%
|
|
|
3
|
|
$285M
|
+$24.5M
|
+535,824
|
+10%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$192M
|
-$1.89M
|
-41,206
|
-1%
|
|
|
5
|
|
$118M
|
-$14.4M
|
-314,210
|
-11%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$103M
|
+$2.73M
|
+59,619
|
+3%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$61M
|
-$357K
|
-7,804
|
-0.6%
|
|
|
8
|
|
$59.3M
|
-$28M
|
-611,023
|
-33%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$53.2M
|
+$8.8M
|
+192,178
|
+21%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$50.3M
|
-$2.34M
|
-50,995
|
-5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$48M
|
+$5.51M
|
+120,254
|
+14%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$47.6M
|
+$8.87M
|
+193,792
|
+24%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$31.9M
|
+$3.81M
|
+83,281
|
+14%
|
|
|
14
|
Alesco Advisors
Pittsford,
New York
|
$29.3M
|
-$9.85K
|
-215
|
-0%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$28.8M
|
+$1.25M
|
+27,247
|
+5%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.5M
|
-$1.36M
|
-29,645
|
-5%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$26.5M
|
+$2.15M
|
+46,961
|
+9%
|
|
|
18
|
Private Ocean
San Rafael,
California
|
$25.4M
|
-$2.81M
|
-61,302
|
-10%
|
|
|
19
|
Morningstar Investment Services
Chicago,
Illinois
|
$24.7M
|
+$11.3M
|
+247,523
|
+92%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$20M
|
-$7.61M
|
-166,203
|
-28%
|
|
|
21
|
|
$19.5M
|
+$582K
|
+12,701
|
+3%
|
|
|
22
|
Bank of New York Mellon
New York
|
$19.4M
|
+$504K
|
+11,017
|
+3%
|
|
|
23
|
SigFig Wealth Management
San Francisco,
California
|
$18.7M
|
+$2.5M
|
+54,690
|
+16%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.2M
|
+$11.9M
|
+260,727
|
+217%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.2M
|
+$2.07M
|
+45,265
|
+13%
|
|
