|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$184M
|
+$23.6M
|
+464,869
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$169M
|
+$13.2M
|
+259,552
|
+8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$159M
|
+$21.4M
|
+421,284
|
+16%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$75.2M
|
+$7.7M
|
+151,727
|
+11%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$72.3M
|
-$14M
|
-275,211
|
-16%
|
|
|
6
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$65.8M
|
+$606K
|
+11,940
|
+0.9%
|
|
|
7
|
Grimes & Company
Westborough,
Massachusetts
|
$55.5M
|
+$55.3M
|
+1,089,770
|
New
|
|
|
8
|
Salomon & Ludwin
Richmond,
Virginia
|
$51.7M
|
-$24.5K
|
-482
|
-0%
|
|
|
9
|
|
$51.5M
|
+$7.68M
|
+151,379
|
+18%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$47M
|
+$28.1M
|
+552,752
|
+149%
|
|
|
11
|
NorthRock Partners
Minneapolis,
Minnesota
|
$46M
|
+$4.16M
|
+81,988
|
+10%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$45.9M
|
+$12M
|
+235,581
|
+35%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$45.5M
|
-$1.3M
|
-25,526
|
-3%
|
|
|
14
|
Renaissance Technologies
New York
|
$41.4M
|
-$4.49M
|
-88,503
|
-10%
|
|
|
15
|
Bank of New York Mellon
New York
|
$41.2M
|
+$4.62M
|
+90,987
|
+13%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39.8M
|
+$24.3M
|
+479,460
|
+158%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$36.4M
|
+$8.45M
|
+166,441
|
+30%
|
|
|
18
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$35.4M
|
+$22.9M
|
+450,882
|
+185%
|
|
|
19
|
Bailard
Foster City,
California
|
$34.7M
|
-$18.1M
|
-356,480
|
-34%
|
|
|
20
|
HB Wealth Management
Atlanta,
Georgia
|
$32.2M
|
-$340K
|
-6,697
|
-1%
|
|
|
21
|
Bridgewater Advisors
New York
|
$31.6M
|
+$6.52M
|
+128,368
|
+26%
|
|
|
22
|
Weatherly Asset Management
Del Mar,
California
|
$31.2M
|
+$314K
|
+6,187
|
+1%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.5M
|
+$2.71M
|
+53,373
|
+10%
|
|
|
24
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$30.1M
|
-$179K
|
-3,525
|
-0.6%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.1M
|
+$10.3M
|
+203,097
|
+52%
|
|
