|
1
|
|
$2.04B
|
+$414M
|
+7,611,657
|
+26%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$495M
|
–
|
–
|
–
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$375M
|
+$11.5M
|
+210,778
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$339M
|
+$10.1M
|
+185,568
|
+3%
|
|
|
5
|
|
$251M
|
-$21.2M
|
-390,813
|
-8%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$226M
|
-$70.3M
|
-1,294,443
|
-24%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$178M
|
+$10.9M
|
+200,636
|
+7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$161M
|
+$6.06M
|
+111,457
|
+4%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$137M
|
+$8.3M
|
+152,848
|
+6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$113M
|
+$14.8M
|
+272,058
|
+15%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64.6M
|
+$3.23M
|
+59,512
|
+5%
|
|
|
12
|
Destination Wealth Management
Walnut Creek,
California
|
$36.7M
|
+$936K
|
+17,222
|
+3%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$35.7M
|
+$3.21M
|
+59,051
|
+10%
|
|
|
14
|
Firestone Capital Management
Coral Gables,
Florida
|
$34.1M
|
+$856K
|
+15,749
|
+3%
|
|
|
15
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$33.9M
|
+$13.8M
|
+253,421
|
+69%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$33.6M
|
+$5.68M
|
+104,559
|
+20%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$31M
|
+$2.33M
|
+42,872
|
+8%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$30.8M
|
-$1.69M
|
-31,122
|
-5%
|
|
|
19
|
First Ascent Asset Management
Denver,
Colorado
|
$29M
|
+$4.18M
|
+76,952
|
+17%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.8M
|
+$21.5M
|
+395,014
|
+300%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.6M
|
-$1.48M
|
-27,160
|
-5%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.5M
|
+$3.41M
|
+62,855
|
+14%
|
|
|
23
|
Calton & Associates
Tampa,
Florida
|
$25.4M
|
+$6.87M
|
+126,422
|
+37%
|
|
|
24
|
Stadion Money Management
Watkinsville,
Georgia
|
$23.9M
|
+$950K
|
+17,491
|
+4%
|
|
|
25
|
Regions Financial Corp
Birmingham,
Alabama
|
$21M
|
+$1.1M
|
+20,326
|
+6%
|
|
