|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$125M
|
+$54.9M
|
+1,380,995
|
+81%
|
|
|
2
|
|
$57.2M
|
+$9.05M
|
+227,512
|
+19%
|
|
|
3
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$54.8M
|
+$2.78M
|
+69,782
|
+5%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$50.4M
|
+$8.77M
|
+220,458
|
+21%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$32.8M
|
+$1.53M
|
+38,561
|
+5%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.6M
|
–
|
–
|
–
|
|
|
7
|
Vontobel Holding
Zurich,
Switzerland
|
$30.1M
|
-$2.19M
|
-55,000
|
-7%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$15M
|
-$8.91M
|
-223,985
|
-38%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$14.3M
|
+$5.66M
|
+142,444
|
+67%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.9M
|
+$4.36M
|
+109,729
|
+47%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$13M
|
+$506K
|
+12,736
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.3M
|
-$4.92M
|
-123,803
|
-31%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
-$311K
|
-7,823
|
-3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$10.5M
|
+$1.14M
|
+28,685
|
+13%
|
|
|
15
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$7.53M
|
-$248K
|
-6,236
|
-3%
|
|
|
16
|
Accredited Investors
Edina,
Minnesota
|
$7.52M
|
+$1.67M
|
+42,084
|
+29%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.28M
|
+$230K
|
+5,790
|
+3%
|
|
|
18
|
WrapManager Inc
Mill Valley,
California
|
$6.97M
|
-$646K
|
-16,250
|
-9%
|
|
|
19
|
Park Avenue Securities
New York
|
$6.39M
|
+$3M
|
+75,539
|
+91%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$5.91M
|
+$2.39M
|
+60,065
|
+70%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$5.37M
|
+$2.05M
|
+51,531
|
+63%
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.34M
|
+$423K
|
+10,641
|
+9%
|
|
|
23
|
55I LLC
Boston,
Massachusetts
|
$5.22M
|
+$2.77M
|
+69,582
|
+117%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$5.03M
|
+$1.45M
|
+36,578
|
+42%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.53M
|
+$927K
|
+23,319
|
+26%
|
|
