|
1
|
Bank of America
Charlotte,
North Carolina
|
$841M
|
+$18.6M
|
+387,857
|
+2%
|
|
|
2
|
|
$351M
|
+$26.5M
|
+553,330
|
+8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$204M
|
+$13.1M
|
+273,361
|
+7%
|
|
|
4
|
|
$109M
|
-$1.83M
|
-38,255
|
-2%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$84.5M
|
+$11.6M
|
+242,907
|
+16%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$80.8M
|
+$2.08M
|
+43,430
|
+3%
|
|
|
7
|
|
$67M
|
+$2.89M
|
+60,424
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$63.5M
|
+$5.04M
|
+105,196
|
+9%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$61.9M
|
+$5.36K
|
+112
|
+0%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$55.9M
|
+$55M
|
+1,149,477
|
New
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$46.4M
|
+$1.48M
|
+30,830
|
+3%
|
|
|
12
|
|
$43.5M
|
+$2.18M
|
+45,505
|
+5%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$41.8M
|
+$2.43M
|
+50,794
|
+6%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$40.5M
|
+$294K
|
+6,140
|
+0.7%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$33.6M
|
+$2.12M
|
+44,347
|
+7%
|
|
|
16
|
Alesco Advisors
Pittsford,
New York
|
$31.9M
|
-$180K
|
-3,754
|
-0.6%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$31M
|
+$1.25M
|
+26,161
|
+4%
|
|
|
18
|
SigFig Wealth Management
San Francisco,
California
|
$28.3M
|
+$3M
|
+62,625
|
+12%
|
|
|
19
|
Bank of New York Mellon
New York
|
$26.8M
|
+$1.83M
|
+38,203
|
+7%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$25.6M
|
-$28M
|
-584,911
|
-53%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.1M
|
-$5.45M
|
-113,802
|
-19%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.2M
|
+$929K
|
+19,412
|
+5%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$20.2M
|
+$2.19M
|
+45,749
|
+12%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$18.1M
|
+$587K
|
+12,253
|
+3%
|
|
|
25
|
Financial Network Wealth Management
Draper,
Utah
|
$16.9M
|
+$894K
|
+18,666
|
+6%
|
|
