|
1
|
Bank of America
Charlotte,
North Carolina
|
$513M
|
+$26.1M
|
+428,666
|
+5%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$456M
|
–
|
–
|
–
|
|
|
3
|
|
$208M
|
+$47.7M
|
+783,722
|
+30%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$129M
|
+$1.41M
|
+23,142
|
+1%
|
|
|
5
|
ETrade Capital Management
Arlington,
Virginia
|
$85.1M
|
+$1.64M
|
+26,970
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84.5M
|
+$15M
|
+246,887
|
+22%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$72.9M
|
+$3.49M
|
+57,391
|
+5%
|
|
|
8
|
Alta Advisers
London,
United Kingdom
|
$63M
|
-$3.08M
|
-50,647
|
-5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$51.9M
|
+$7.22M
|
+118,553
|
+16%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$47.2M
|
+$7.14M
|
+117,343
|
+18%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$46.5M
|
-$124K
|
-2,045
|
-0.3%
|
|
|
12
|
BOK Financial Private Wealth
Denver,
Colorado
|
$45.6M
|
+$2.03M
|
+33,407
|
+5%
|
|
|
13
|
Hancock Whitney
Gulfport,
Mississippi
|
$44.4M
|
+$17.2M
|
+282,697
|
+63%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$43.3M
|
+$7.34M
|
+120,598
|
+20%
|
|
|
15
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$42M
|
+$6.62M
|
+108,689
|
+19%
|
|
|
16
|
Madison Asset Management
Madison,
Wisconsin
|
$41.9M
|
+$42M
|
+689,323
|
New
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$40.1M
|
+$2.2M
|
+36,206
|
+6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$38.4M
|
+$2.36M
|
+38,726
|
+7%
|
|
|
19
|
Pasadena Private Wealth
Pasadena,
California
|
$38.2M
|
+$125K
|
+2,047
|
+0.3%
|
|
|
20
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$36.5M
|
+$9.97M
|
+163,711
|
+37%
|
|
|
21
|
|
$33.5M
|
-$7.53M
|
-123,703
|
-18%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$30.6M
|
+$1.54M
|
+25,279
|
+5%
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
$30.5M
|
+$21.9M
|
+359,897
|
+254%
|
|
|
24
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$30.4M
|
+$1.73M
|
+28,358
|
+6%
|
|
|
25
|
Gould Asset Management
Claremont,
California
|
$25.8M
|
-$2.56M
|
-42,136
|
-9%
|
|
