|
1
|
Bank of America
Charlotte,
North Carolina
|
$825M
|
+$9.75M
|
+207,650
|
+1%
|
|
|
2
|
|
$366M
|
+$12.4M
|
+264,384
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$277M
|
+$5.65M
|
+120,383
|
+2%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$109M
|
+$9.44M
|
+201,045
|
+10%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$96.3M
|
+$4.67M
|
+99,534
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$88.1M
|
+$8.67M
|
+184,611
|
+11%
|
|
|
7
|
|
$76.5M
|
-$4.99M
|
-106,269
|
-6%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$69.8M
|
+$3.75M
|
+79,811
|
+6%
|
|
|
9
|
|
$67.9M
|
+$12.8M
|
+273,567
|
+24%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$58.2M
|
+$1.03M
|
+21,970
|
+2%
|
|
|
11
|
|
$57.7M
|
-$15.3M
|
-325,106
|
-21%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$39.9M
|
-$3.8M
|
-80,849
|
-9%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$38.5M
|
+$2.17M
|
+46,308
|
+6%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$37.5M
|
-$896K
|
-19,083
|
-2%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$33.1M
|
-$1.1M
|
-23,450
|
-3%
|
|
|
16
|
Bank of New York Mellon
New York
|
$32.3M
|
+$1.31M
|
+27,877
|
+4%
|
|
|
17
|
Alesco Advisors
Pittsford,
New York
|
$31.9M
|
+$16.3K
|
+346
|
+0.1%
|
|
|
18
|
SigFig Wealth Management
San Francisco,
California
|
$31.9M
|
+$1.06M
|
+22,550
|
+3%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$29.4M
|
+$64.8K
|
+1,380
|
+0.2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.4M
|
+$1.67M
|
+35,646
|
+7%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$27.3M
|
+$1.33M
|
+28,243
|
+5%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$25.1M
|
+$6.06M
|
+128,926
|
+32%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.7M
|
+$1.88M
|
+39,924
|
+8%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.9M
|
+$5.76M
|
+122,563
|
+32%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.1M
|
+$778K
|
+16,557
|
+4%
|
|
