|
1
|
|
$1.61B
|
-$51.5M
|
-980,371
|
-3%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$495M
|
–
|
–
|
–
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$367M
|
-$24.7M
|
-469,891
|
-6%
|
|
|
4
|
|
$244M
|
+$3.49M
|
+66,490
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$180M
|
+$155M
|
+2,951,914
|
+611%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$178M
|
+$87.4M
|
+1,663,738
|
+96%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$146M
|
-$775K
|
-14,763
|
-0.5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$128M
|
+$12.3M
|
+233,746
|
+11%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$114M
|
+$9.18M
|
+174,753
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$85.5M
|
-$6.55M
|
-124,647
|
-7%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55M
|
-$8.07M
|
-153,677
|
-13%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$35.4M
|
-$33.3M
|
-634,044
|
-48%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$32.7M
|
+$408K
|
+7,773
|
+1%
|
|
|
14
|
Firestone Capital Management
Coral Gables,
Florida
|
$30.6M
|
+$2.26M
|
+43,072
|
+8%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$25M
|
+$929K
|
+17,691
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$24.6M
|
+$2.08M
|
+39,529
|
+9%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$22.5M
|
-$2.86M
|
-54,505
|
-11%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$22.3M
|
-$19.1M
|
-364,325
|
-46%
|
|
|
19
|
Clear Creek Financial Management
Silverdale,
Washington
|
$20M
|
+$9.98M
|
+190,094
|
+103%
|
|
|
20
|
Agilis Partners
Waltham,
Massachusetts
|
$18.7M
|
+$8.06M
|
+153,546
|
+76%
|
|
|
21
|
Systelligence LLC
Bloomington,
Minnesota
|
$18.6M
|
+$12.1M
|
+229,488
|
+184%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$18.3M
|
-$1.11M
|
-21,197
|
-6%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$17.7M
|
+$2.15M
|
+40,960
|
+14%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.4M
|
+$27.1M
|
+516,293
|
New
|
|
|
25
|
Old North State Trust
Greensboro,
North Carolina
|
$17.4M
|
+$1.39M
|
+26,432
|
+9%
|
|
