|
1
|
|
$1.5B
|
+$82.8M
|
+1,631,743
|
+6%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$495M
|
–
|
–
|
–
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$384M
|
+$19.2M
|
+378,290
|
+5%
|
|
|
4
|
|
$222M
|
+$9.81M
|
+193,256
|
+5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$156M
|
+$40.5M
|
+797,444
|
+36%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$134M
|
+$3.94M
|
+77,617
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.9M
|
+$11.2M
|
+221,221
|
+15%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83.2M
|
+$9.8M
|
+193,022
|
+14%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$82.2M
|
+$15M
|
+295,608
|
+23%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$74.2M
|
+$2.78M
|
+54,692
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47.3M
|
+$1.91M
|
+37,599
|
+4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$42.2M
|
-$16M
|
-315,176
|
-28%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$30.4M
|
+$984K
|
+19,374
|
+3%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$24.8M
|
+$23M
|
+453,073
|
+1,753%
|
|
|
15
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$24M
|
+$10.9M
|
+214,480
|
+86%
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$22.4M
|
-$2.18M
|
-42,903
|
-9%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$22M
|
+$852K
|
+16,773
|
+4%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$20.2M
|
+$6.2M
|
+122,145
|
+45%
|
|
|
19
|
CX Institutional
Auburn,
Indiana
|
$17.3M
|
+$2.65M
|
+52,257
|
+18%
|
|
|
20
|
Stadion Money Management
Watkinsville,
Georgia
|
$16M
|
-$953K
|
-18,766
|
-6%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14.9M
|
+$7.19M
|
+141,688
|
+97%
|
|
|
22
|
|
$14.7M
|
+$14.1M
|
+278,331
|
+4,640%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$14.3M
|
+$4.92K
|
+97
|
+0%
|
|
|
24
|
ETF Portfolio Partners
Leawood,
Kansas
|
$13.5M
|
+$6.71M
|
+132,084
|
+100%
|
|
|
25
|
Whitney & Co
Rochester,
New York
|
$11.5M
|
+$268K
|
+5,281
|
+2%
|
|
