|
1
|
|
$1.62B
|
-$19.4M
|
-355,845
|
-1%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$495M
|
–
|
–
|
–
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$362M
|
-$18.4M
|
-336,706
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$328M
|
+$123M
|
+2,254,393
|
+60%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$295M
|
+$50.4M
|
+922,930
|
+21%
|
|
|
6
|
|
$271M
|
+$15.6M
|
+285,559
|
+6%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$167M
|
+$15.3M
|
+280,536
|
+10%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$154M
|
+$10.2M
|
+187,486
|
+7%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$128M
|
+$5.79M
|
+106,005
|
+5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$97.9M
|
+$7.64M
|
+139,789
|
+8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61.1M
|
+$6.38M
|
+116,761
|
+12%
|
|
|
12
|
|
$42.5M
|
+$36.7M
|
+671,206
|
+609%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$35.7M
|
+$1.96M
|
+35,840
|
+6%
|
|
|
14
|
Firestone Capital Management
Coral Gables,
Florida
|
$33.1M
|
-$74.5K
|
-1,364
|
-0.2%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$32.7M
|
-$972K
|
-17,794
|
-3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$32.4M
|
-$710K
|
-13,008
|
-2%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$32.4M
|
+$6.19M
|
+113,316
|
+24%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$28.9M
|
+$1.26M
|
+22,984
|
+5%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$28.6M
|
+$8.09M
|
+148,044
|
+39%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$27.8M
|
+$1.76M
|
+32,291
|
+7%
|
|
|
21
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$25.8M
|
+$4.64M
|
+85,005
|
+22%
|
|
|
22
|
First Ascent Asset Management
Denver,
Colorado
|
$24.7M
|
+$3.25M
|
+59,489
|
+15%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$24M
|
+$1.18M
|
+21,523
|
+5%
|
|
|
24
|
Stadion Money Management
Watkinsville,
Georgia
|
$22.9M
|
+$429K
|
+7,846
|
+2%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$20.3M
|
-$3.18M
|
-58,311
|
-14%
|
|
