|
1
|
|
$1.65B
|
+$89.9M
|
+1,722,619
|
+6%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$495M
|
–
|
–
|
–
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$388M
|
+$15M
|
+287,039
|
+4%
|
|
|
4
|
|
$239M
|
+$15.2M
|
+291,021
|
+7%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$146M
|
+$7M
|
+134,106
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$115M
|
+$18.7M
|
+358,796
|
+19%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$104M
|
+$12.4M
|
+237,111
|
+13%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$91.3M
|
+$5.15M
|
+98,615
|
+6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$90.4M
|
-$57.4M
|
-1,099,090
|
-39%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$68.1M
|
-$8.67M
|
-166,084
|
-11%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62.6M
|
+$13.3M
|
+254,928
|
+27%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$41.1M
|
+$585K
|
+11,204
|
+1%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$32.1M
|
+$738K
|
+14,144
|
+2%
|
|
|
14
|
Firestone Capital Management
Coral Gables,
Florida
|
$28.1M
|
+$28.2M
|
+539,583
|
New
|
|
|
15
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$25.2M
|
+$12M
|
+230,572
|
+91%
|
|
|
16
|
Stadion Money Management
Watkinsville,
Georgia
|
$25.2M
|
+$9.38M
|
+179,804
|
+59%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$25.2M
|
+$11M
|
+211,463
|
+78%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.9M
|
+$970K
|
+18,589
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$22.3M
|
+$5.76M
|
+110,340
|
+35%
|
|
|
20
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$19.9M
|
+$20M
|
+382,593
|
New
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$19.3M
|
-$1.4M
|
-26,799
|
-7%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$18.6M
|
+$11.7M
|
+224,208
|
+169%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16.1M
|
+$568K
|
+10,885
|
+4%
|
|
|
24
|
Old North State Trust
Greensboro,
North Carolina
|
$15.8M
|
+$15.9M
|
+304,038
|
New
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$15.4M
|
+$4.95M
|
+94,945
|
+47%
|
|
