|
1
|
Bank of America
Charlotte,
North Carolina
|
$789M
|
+$11M
|
+236,219
|
+1%
|
|
|
2
|
|
$311M
|
+$15M
|
+323,764
|
+5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$183M
|
+$906K
|
+19,542
|
+0.5%
|
|
|
4
|
|
$106M
|
-$17.1M
|
-368,409
|
-14%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$75.5M
|
-$367M
|
-7,923,236
|
-83%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$69.7M
|
+$8.09M
|
+174,448
|
+13%
|
|
|
7
|
|
$61.5M
|
+$647K
|
+13,960
|
+1%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$59.4M
|
-$2.27M
|
-48,898
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$56M
|
+$4.19M
|
+90,393
|
+8%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$51.8M
|
+$882K
|
+19,024
|
+2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$43.1M
|
-$1.01M
|
-21,758
|
-2%
|
|
|
12
|
|
$39.6M
|
+$19.1M
|
+411,451
|
+94%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$38.6M
|
-$2.77M
|
-59,765
|
-7%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$37.7M
|
+$3.11M
|
+67,085
|
+9%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
$30.8M
|
+$1.5M
|
+32,408
|
+5%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$30.2M
|
-$13.4K
|
-289
|
-0%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$28.5M
|
+$1.24M
|
+26,708
|
+5%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.4M
|
-$2.69M
|
-58,043
|
-9%
|
|
|
19
|
Private Ocean
San Rafael,
California
|
$26.1M
|
+$542K
|
+11,687
|
+2%
|
|
|
20
|
SigFig Wealth Management
San Francisco,
California
|
$24.2M
|
+$2.94M
|
+63,436
|
+14%
|
|
|
21
|
Bank of New York Mellon
New York
|
$23.9M
|
+$699K
|
+15,080
|
+3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.5M
|
+$1.26M
|
+27,230
|
+7%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$17.6M
|
+$3.41M
|
+73,487
|
+24%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$17.2M
|
+$1.07M
|
+23,061
|
+7%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$17M
|
+$872K
|
+18,802
|
+5%
|
|
