|
1
|
|
$1.7B
|
+$371M
|
+12,163,241
|
+29%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$192M
|
-$96.2M
|
-3,156,285
|
-34%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$147M
|
-$134M
|
-4,387,559
|
-49%
|
|
|
4
|
Coldstream Capital Management
Bellevue,
Washington
|
$137M
|
+$2.79M
|
+91,687
|
+2%
|
|
|
5
|
|
$120M
|
+$90.2M
|
+2,958,742
|
+352%
|
|
|
6
|
Quotient Wealth Partners
Dallas,
Texas
|
$116M
|
+$113M
|
+3,692,995
|
New
|
|
|
7
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$91.4M
|
-$72.4M
|
-2,375,223
|
-45%
|
|
|
8
|
|
$85.4M
|
+$1.81M
|
+59,241
|
+2%
|
|
|
9
|
Bank of New York Mellon
New York
|
$65.6M
|
-$1.64M
|
-53,849
|
-3%
|
|
|
10
|
First Interstate Bank
Billings,
Montana
|
$56M
|
+$12.3M
|
+402,257
|
+29%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$53.9M
|
+$5.65M
|
+185,303
|
+12%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$45.2M
|
+$1.88M
|
+61,601
|
+4%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$42.1M
|
+$3.37M
|
+110,398
|
+9%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$39.9M
|
-$2.41M
|
-79,052
|
-6%
|
|
|
15
|
Jordan Park Group
San Francisco,
California
|
$38.1M
|
-$3.52M
|
-115,475
|
-9%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$36.3M
|
-$5.62M
|
-184,365
|
-14%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$34.6M
|
+$4.68M
|
+153,533
|
+16%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.6M
|
+$909K
|
+29,823
|
+3%
|
|
|
19
|
Hackensack Meridian Health
Edison,
New Jersey
|
$30M
|
+$89.4K
|
+2,932
|
+0.7%
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$27.8M
|
+$10.1M
|
+332,897
|
+61%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.6M
|
+$11.4M
|
+373,625
|
+75%
|
|
|
22
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$25.5M
|
+$2.94M
|
+96,479
|
+14%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$25.4M
|
-$2.1M
|
-69,026
|
-8%
|
|
|
24
|
Schoolcraft Capital
Boulder,
Colorado
|
$24.5M
|
+$1.49M
|
+48,812
|
+7%
|
|
|
25
|
Blankinship & Foster
Solana Beach,
California
|
$23.1M
|
-$167K
|
-5,470
|
-0.7%
|
|
