|
1
|
|
$1.57B
|
+$46.1M
|
+885,981
|
+3%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$495M
|
–
|
–
|
–
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$376M
|
-$13.7M
|
-262,784
|
-4%
|
|
|
4
|
|
$225M
|
+$55.3K
|
+1,062
|
+0%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$148M
|
-$9.48M
|
-181,992
|
-6%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$140M
|
+$4.12M
|
+79,136
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$96.8M
|
+$8.68M
|
+166,708
|
+10%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$92.5M
|
+$8.07M
|
+154,842
|
+10%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$86.7M
|
+$3.28M
|
+62,953
|
+4%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$77.2M
|
+$1.96M
|
+37,633
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49.6M
|
+$1.57M
|
+30,206
|
+3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$40.7M
|
-$2.06M
|
-39,499
|
-5%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$31.5M
|
+$658K
|
+12,637
|
+2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.1M
|
+$798K
|
+15,324
|
+4%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$20.8M
|
-$1.88M
|
-36,000
|
-8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$16.7M
|
+$2.21M
|
+42,503
|
+15%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$15.9M
|
-$286K
|
-5,490
|
-2%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15.7M
|
+$616K
|
+11,819
|
+4%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$14.2M
|
-$6.25M
|
-120,070
|
-31%
|
|
|
20
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$13.3M
|
-$11M
|
-210,226
|
-45%
|
|
|
21
|
Whitney & Co
Rochester,
New York
|
$13M
|
+$1.39M
|
+26,711
|
+12%
|
|
|
22
|
Karp Capital Management
Sausalito,
California
|
$12.3M
|
+$2.29M
|
+43,990
|
+23%
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$10.9M
|
-$6.61M
|
-126,873
|
-38%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$10.5M
|
+$4.3M
|
+82,628
|
+70%
|
|
|
25
|
Wilshire Advisors
Santa Monica,
California
|
$9.52M
|
-$497K
|
-9,533
|
-5%
|
|
