|
1
|
Bank of America
Charlotte,
North Carolina
|
$944M
|
+$26.4M
|
+548,171
|
+3%
|
|
|
2
|
|
$390M
|
+$6.31M
|
+131,331
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$173M
|
-$15.7M
|
-326,492
|
-8%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$142M
|
+$9.5M
|
+197,547
|
+7%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$106M
|
+$5.22M
|
+108,618
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$101M
|
+$5.28M
|
+109,731
|
+5%
|
|
|
7
|
|
$94.6M
|
+$16M
|
+332,816
|
+20%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$81.9M
|
+$4.96M
|
+103,263
|
+6%
|
|
|
9
|
|
$78.9M
|
+$6.01M
|
+124,961
|
+8%
|
|
|
10
|
|
$73M
|
+$4.99M
|
+103,814
|
+7%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$71.7M
|
+$8.61M
|
+179,158
|
+14%
|
|
|
12
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$68.1M
|
+$6.92M
|
+143,917
|
New
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$39.7M
|
+$1.19M
|
+24,788
|
+3%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$37.1M
|
-$5.99M
|
-124,606
|
-14%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.4M
|
+$8.42M
|
+175,203
|
+30%
|
|
|
16
|
SigFig Wealth Management
San Francisco,
California
|
$36M
|
+$579K
|
+12,047
|
+2%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$35.3M
|
-$2.51M
|
-52,265
|
-7%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$34.2M
|
-$1.63M
|
-33,832
|
-5%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$32M
|
+$1.39M
|
+28,990
|
+5%
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
$30.9M
|
-$734K
|
-15,269
|
-2%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$30.6M
|
+$2.16M
|
+45,008
|
+8%
|
|
|
22
|
Bank of New York Mellon
New York
|
$29.5M
|
-$4.41M
|
-91,761
|
-13%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.2M
|
+$3.09M
|
+64,176
|
+12%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27.4M
|
+$1.48M
|
+30,794
|
+6%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$26.1M
|
-$275K
|
-5,711
|
-1%
|
|
