|
1
|
Bank of America
Charlotte,
North Carolina
|
$48.1M
|
+$31.8M
|
+523,019
|
+166%
|
|
|
2
|
|
$33.6M
|
+$34.4M
|
+565,476
|
+2,734%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$28.7M
|
+$14.5M
|
+238,598
|
+91%
|
|
|
4
|
|
$26.7M
|
+$1.23M
|
+20,216
|
+5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$17.6M
|
+$15.4M
|
+253,203
|
+472%
|
|
|
6
|
|
$17.2M
|
+$2.84M
|
+46,781
|
+18%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.8M
|
+$4.03M
|
+66,334
|
+43%
|
|
|
8
|
|
$10M
|
+$4.46M
|
+73,381
|
+72%
|
|
|
9
|
BSW Wealth Partners
Boulder,
Colorado
|
$9.5M
|
+$10.1M
|
+165,545
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.86M
|
+$2.55M
|
+42,012
|
+70%
|
|
|
11
|
Private Ocean
San Rafael,
California
|
$5.84M
|
+$2.47M
|
+40,625
|
+66%
|
|
|
12
|
|
$4.62M
|
+$4.91M
|
+80,798
|
New
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.55M
|
+$982K
|
+16,166
|
+35%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.47M
|
+$3.36M
|
+55,358
|
+1,087%
|
|
|
15
|
Natixis Advisors
Boston,
Massachusetts
|
$3.19M
|
+$3.38M
|
+55,642
|
New
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$3.15M
|
+$363K
|
+5,978
|
+12%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$3.05M
|
+$1.81M
|
+29,716
|
+127%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$3.02M
|
+$3.19M
|
+52,575
|
New
|
|
|
19
|
Windsor Capital Management
Phoenix,
Arizona
|
$2.87M
|
+$616K
|
+10,133
|
+25%
|
|
|
20
|
|
$2.4M
|
+$1.41M
|
+23,240
|
+125%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.96M
|
+$719K
|
+11,828
|
+53%
|
|
|
22
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.68M
|
+$1.31M
|
+21,560
|
+279%
|
|
|
23
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.64M
|
+$335K
|
+5,510
|
+25%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.56M
|
+$120K
|
+1,981
|
+8%
|
|
|
25
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.56M
|
+$219K
|
+3,600
|
+15%
|
|
