|
1
|
|
$1.63B
|
-$30.7M
|
-572,253
|
-2%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$495M
|
–
|
–
|
–
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$380M
|
+$618K
|
+11,532
|
+0.2%
|
|
|
4
|
|
$255M
|
+$2.51M
|
+46,913
|
+1%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$244M
|
+$59.1M
|
+1,102,287
|
+32%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$205M
|
+$17.9M
|
+333,335
|
+10%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$151M
|
-$441K
|
-8,220
|
-0.3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$144M
|
+$11.3M
|
+210,088
|
+9%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$123M
|
+$4.26M
|
+79,568
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$90.3M
|
+$1.79M
|
+33,426
|
+2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54.7M
|
-$2.18M
|
-40,653
|
-4%
|
|
|
12
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$37.3M
|
+$36.8M
|
+687,275
|
New
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$33.7M
|
-$202K
|
-3,771
|
-0.6%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$33.7M
|
-$2.89M
|
-53,942
|
-8%
|
|
|
15
|
Firestone Capital Management
Coral Gables,
Florida
|
$33.1M
|
+$1.47M
|
+27,480
|
+5%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$33.1M
|
+$9.94M
|
+185,389
|
+44%
|
|
|
17
|
Clear Creek Financial Management
Silverdale,
Washington
|
$28M
|
+$7.63M
|
+142,407
|
+38%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.7M
|
+$1.72M
|
+32,083
|
+7%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$26.2M
|
+$7.1M
|
+132,458
|
+38%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$26M
|
+$575K
|
+10,734
|
+2%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$23.4M
|
+$6.08M
|
+113,541
|
+36%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.8M
|
-$5.18M
|
-96,698
|
-19%
|
|
|
23
|
Stadion Money Management
Watkinsville,
Georgia
|
$22.4M
|
-$898K
|
-16,751
|
-4%
|
|
|
24
|
Agilis Partners
Waltham,
Massachusetts
|
$22.2M
|
+$2.86M
|
+53,346
|
+15%
|
|
|
25
|
Systelligence LLC
Bloomington,
Minnesota
|
$22M
|
+$2.74M
|
+51,057
|
+14%
|
|
