|
1
|
|
$1.19B
|
+$28.6M
|
+988,946
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$299M
|
+$33.6M
|
+1,163,410
|
+13%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$296M
|
+$30.6M
|
+1,061,252
|
+12%
|
|
|
4
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$111M
|
+$11.6M
|
+402,513
|
+12%
|
|
|
5
|
Coldstream Capital Management
Bellevue,
Washington
|
$91.8M
|
+$5.36M
|
+185,712
|
+6%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$59.5M
|
+$7.11M
|
+246,354
|
+14%
|
|
|
7
|
|
$56.9M
|
+$12.9M
|
+446,217
|
+30%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$45.4M
|
-$5.47M
|
-189,428
|
-11%
|
|
|
9
|
Bank of New York Mellon
New York
|
$39.5M
|
+$339K
|
+11,756
|
+0.9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$36.6M
|
-$17.7M
|
-613,760
|
-33%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$34.6M
|
+$5.99M
|
+207,580
|
+21%
|
|
|
12
|
First Interstate Bank
Billings,
Montana
|
$34.3M
|
+$30.1M
|
+1,041,839
|
+857%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$29.1M
|
+$8.67M
|
+300,385
|
+44%
|
|
|
14
|
HSBC Holdings
London,
United Kingdom
|
$26.8M
|
-$10.7M
|
-368,904
|
-29%
|
|
|
15
|
Jordan Park Group
San Francisco,
California
|
$26.6M
|
+$6.49M
|
+224,725
|
+33%
|
|
|
16
|
PFS Investments
Duluth,
Georgia
|
$23.9M
|
+$555K
|
+19,229
|
+2%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$23.9M
|
-$8.15M
|
-282,249
|
-26%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$22.2M
|
-$326K
|
-11,285
|
-1%
|
|
|
19
|
Schoolcraft Capital
Boulder,
Colorado
|
$21.1M
|
+$80.5K
|
+2,787
|
+0.4%
|
|
|
20
|
Blankinship & Foster
Solana Beach,
California
|
$20.7M
|
+$545K
|
+18,879
|
+3%
|
|
|
21
|
Northern Trust
Chicago,
Illinois
|
$19.4M
|
-$2.66M
|
-92,164
|
-12%
|
|
|
22
|
Oppenheimer Asset Management
New York
|
$18.3M
|
+$311K
|
+10,783
|
+2%
|
|
|
23
|
|
$17.2M
|
+$16.8M
|
+582,304
|
New
|
|
|
24
|
Csenge Advisory Group
Clearwater,
Florida
|
$15.5M
|
+$1.95M
|
+67,383
|
+15%
|
|
|
25
|
Wharton Business Group
Malvern,
Pennsylvania
|
$14.2M
|
–
|
–
|
–
|
|
