|
1
|
|
$1.82B
|
-$120M
|
-3,289,706
|
-6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$269M
|
-$502M
|
-13,731,541
|
-66%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$251M
|
+$31M
|
+848,415
|
+15%
|
|
|
4
|
|
$238M
|
-$90.3M
|
-2,468,723
|
-28%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$205M
|
-$93.5M
|
-2,556,417
|
-32%
|
|
|
6
|
Coldstream Capital Management
Bellevue,
Washington
|
$205M
|
+$1.81M
|
+49,463
|
+0.9%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$149M
|
-$20.7M
|
-566,498
|
-13%
|
|
|
8
|
Quotient Wealth Partners
Dallas,
Texas
|
$146M
|
+$3.67M
|
+100,381
|
+3%
|
|
|
9
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$138M
|
-$8.98M
|
-245,608
|
-6%
|
|
|
10
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$121M
|
-$106M
|
-2,898,678
|
-48%
|
|
|
11
|
|
$119M
|
-$33.7M
|
-922,093
|
-23%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$90.3M
|
+$7.08M
|
+193,788
|
+9%
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$82.8M
|
+$8.42M
|
+230,403
|
+12%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$77.9M
|
-$15.6M
|
-426,405
|
-17%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$71.8M
|
-$12.7M
|
-348,592
|
-16%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$68.6M
|
-$28.9M
|
-791,226
|
-30%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$56M
|
-$35.2M
|
-962,033
|
-39%
|
|
|
18
|
First Interstate Bank
Billings,
Montana
|
$55.2M
|
-$37.9M
|
-1,036,391
|
-42%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$53.5M
|
-$1.38M
|
-37,801
|
-3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$51M
|
+$25.2M
|
+688,287
|
+105%
|
|
|
21
|
McMorgan & Co
San Francisco,
California
|
$44.3M
|
-$566K
|
-15,475
|
-1%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$39.7M
|
-$24.1M
|
-658,109
|
-39%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$38.1M
|
-$7.17M
|
-196,261
|
-16%
|
|
|
24
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$35.5M
|
-$73.5M
|
-2,010,360
|
-68%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$33.9M
|
-$5.58M
|
-152,588
|
-15%
|
|
