|
1
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$37.5M
|
+$5.49M
|
+178,397
|
+19%
|
|
|
2
|
|
$35.9M
|
+$1.6M
|
+51,993
|
+5%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.6M
|
–
|
–
|
–
|
|
|
4
|
Vontobel Holding
Zurich,
Switzerland
|
$29M
|
+$26.1M
|
+850,000
|
New
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$26.9M
|
+$3.14M
|
+101,994
|
+15%
|
|
|
6
|
Fiduciary Trust
Boston,
Massachusetts
|
$26.4M
|
+$117K
|
+3,796
|
+0.5%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$16.4M
|
+$2.91M
|
+94,724
|
+25%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
-$23M
|
-746,879
|
-65%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$9.62M
|
+$1.65M
|
+53,643
|
+24%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.52M
|
+$350K
|
+11,390
|
+5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.31M
|
+$2.1M
|
+68,448
|
+39%
|
|
|
12
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$7.32M
|
-$904K
|
-29,387
|
-12%
|
|
|
13
|
WrapManager Inc
Mill Valley,
California
|
$6.57M
|
+$24.5K
|
+796
|
+0.4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$6.09M
|
-$315K
|
-10,238
|
-6%
|
|
|
15
|
Accredited Investors
Edina,
Minnesota
|
$4.28M
|
+$183K
|
+5,955
|
+5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.86M
|
+$1.09M
|
+35,358
|
+46%
|
|
|
17
|
Bailard
Foster City,
California
|
$3.82M
|
+$42.7K
|
+1,388
|
+1%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.62M
|
+$3.26M
|
+106,155
|
New
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$3.04M
|
+$112K
|
+3,658
|
+4%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$2.94M
|
+$980K
|
+31,858
|
+59%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.92M
|
-$2.22M
|
-72,293
|
-46%
|
|
|
22
|
Sand Hill Global Advisors
Palo Alto,
California
|
$2.85M
|
+$254K
|
+8,257
|
+11%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.75M
|
+$62.1K
|
+2,020
|
+3%
|
|
|
24
|
|
$2.74M
|
-$142K
|
-4,611
|
-5%
|
|
|
25
|
Empirical Wealth Management
Seattle,
Washington
|
$2.72M
|
+$472K
|
+15,362
|
+24%
|
|
