|
1
|
|
$1.95B
|
+$48.1M
|
+1,248,820
|
+3%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$228M
|
-$33.7M
|
-873,193
|
-13%
|
|
|
3
|
Coldstream Capital Management
Bellevue,
Washington
|
$218M
|
+$4.41M
|
+114,441
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$207M
|
-$71.5M
|
-1,854,488
|
-26%
|
|
|
5
|
|
$201M
|
-$46.6M
|
-1,208,604
|
-19%
|
|
|
6
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$166M
|
+$21.5M
|
+556,889
|
+15%
|
|
|
7
|
Quotient Wealth Partners
Dallas,
Texas
|
$160M
|
+$7.31M
|
+189,770
|
+5%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$152M
|
-$4.14M
|
-107,520
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$142M
|
-$70.8M
|
-1,837,898
|
-34%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$136M
|
+$59.1M
|
+1,533,887
|
+81%
|
|
|
11
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$132M
|
+$5.55M
|
+143,990
|
+5%
|
|
|
12
|
|
$128M
|
+$3.58M
|
+92,846
|
+3%
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$94.9M
|
+$8.21M
|
+213,032
|
+10%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$88.2M
|
-$5.86M
|
-151,966
|
-6%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$78.7M
|
-$2.48M
|
-64,311
|
-3%
|
|
|
16
|
NorthRock Partners
Minneapolis,
Minnesota
|
$71.1M
|
+$69.1M
|
+1,794,056
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$70.2M
|
-$1.31M
|
-34,102
|
-2%
|
|
|
18
|
First Interstate Bank
Billings,
Montana
|
$56.8M
|
-$726K
|
-18,833
|
-1%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$55.4M
|
+$13.6M
|
+353,683
|
+34%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$53.8M
|
+$880K
|
+22,838
|
+2%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$52M
|
-$3.67M
|
-95,222
|
-7%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$45.9M
|
-$12.3M
|
-318,058
|
-22%
|
|
|
23
|
Jordan Park Group
San Francisco,
California
|
$41.4M
|
+$9.84M
|
+255,233
|
+32%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$40.4M
|
+$683K
|
+17,714
|
+2%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$37.7M
|
+$3.43M
|
+88,983
|
+10%
|
|
