|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$202M
|
+$9.81M
|
+192,499
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$202M
|
+$8.67M
|
+170,229
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$154M
|
+$2.78M
|
+54,500
|
+2%
|
|
|
4
|
HB Wealth Management
Atlanta,
Georgia
|
$111M
|
+$22.7M
|
+444,793
|
+26%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$91M
|
+$72M
|
+1,414,122
|
+380%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$75.5M
|
+$6.93M
|
+136,125
|
+10%
|
|
|
7
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$73.1M
|
+$592K
|
+11,620
|
+0.8%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$70.4M
|
+$8.51K
|
+167
|
+0%
|
|
|
9
|
|
$68.2M
|
+$7.06M
|
+138,673
|
+12%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$64.7M
|
+$10.1M
|
+198,260
|
+19%
|
|
|
11
|
NorthRock Partners
Minneapolis,
Minnesota
|
$60.3M
|
+$7.51M
|
+147,479
|
+14%
|
|
|
12
|
Salomon & Ludwin
Richmond,
Virginia
|
$59.7M
|
+$1.12M
|
+22,032
|
+2%
|
|
|
13
|
Bank of New York Mellon
New York
|
$56M
|
+$9.06M
|
+177,944
|
+19%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$53.4M
|
+$476K
|
+9,339
|
+0.9%
|
|
|
15
|
Grimes & Company
Westborough,
Massachusetts
|
$51.9M
|
-$1.66M
|
-32,514
|
-3%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$45.5M
|
-$635K
|
-12,472
|
-1%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$45.3M
|
+$4.99M
|
+97,892
|
+12%
|
|
|
18
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$38.4M
|
+$83.7K
|
+1,644
|
+0.2%
|
|
|
19
|
Weatherly Asset Management
Del Mar,
California
|
$36.1M
|
+$1.31M
|
+25,812
|
+4%
|
|
|
20
|
Bridgewater Advisors
New York
|
$35.2M
|
+$1.66M
|
+32,667
|
+5%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.5M
|
-$1.49M
|
-29,176
|
-4%
|
|
|
22
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$31.5M
|
+$2.27M
|
+44,473
|
+8%
|
|
|
23
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$31.3M
|
+$796K
|
+15,629
|
+3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.1M
|
+$6.58M
|
+129,076
|
+28%
|
|
|
25
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$30.1M
|
+$30.1M
|
+590,000
|
New
|
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