|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$65.8M
|
+$49M
|
+1,300,012
|
+319%
|
|
|
2
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$49.7M
|
+$7.11M
|
+188,570
|
+17%
|
|
|
3
|
|
$45.9M
|
+$5.24M
|
+139,186
|
+13%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$39.6M
|
+$9.02M
|
+239,287
|
+30%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.6M
|
–
|
–
|
–
|
|
|
6
|
Vontobel Holding
Zurich,
Switzerland
|
$30.8M
|
-$1.88M
|
-50,000
|
-6%
|
|
|
7
|
Fiduciary Trust
Boston,
Massachusetts
|
$29.9M
|
+$70.7K
|
+1,877
|
+0.2%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$23M
|
+$4.36M
|
+115,581
|
+24%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.6M
|
+$5.83M
|
+154,611
|
+62%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
+$2.43M
|
+64,566
|
+27%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$11.1M
|
+$244K
|
+6,488
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.07M
|
+$5.64M
|
+149,734
|
+175%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$8.82M
|
+$2.3M
|
+61,062
|
+36%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$8.22M
|
+$5.57M
|
+147,716
|
+227%
|
|
|
15
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$7.78M
|
-$818K
|
-21,696
|
-10%
|
|
|
16
|
WrapManager Inc
Mill Valley,
California
|
$7.28M
|
-$136K
|
-3,615
|
-2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.72M
|
+$2.32M
|
+61,452
|
+54%
|
|
|
18
|
Accredited Investors
Edina,
Minnesota
|
$5.56M
|
+$714K
|
+18,937
|
+15%
|
|
|
19
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.68M
|
+$2.4M
|
+63,572
|
+110%
|
|
|
20
|
Bailard
Foster City,
California
|
$4.15M
|
-$161K
|
-4,268
|
-4%
|
|
|
21
|
|
$3.9M
|
+$781K
|
+20,725
|
+26%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$3.7M
|
+$257K
|
+6,832
|
+8%
|
|
|
23
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3.51M
|
+$724K
|
+19,212
|
+27%
|
|
|
24
|
Sand Hill Global Advisors
Palo Alto,
California
|
$3.49M
|
+$274K
|
+7,260
|
+9%
|
|
|
25
|
Empirical Wealth Management
Seattle,
Washington
|
$3.46M
|
+$372K
|
+9,865
|
+12%
|
|
