|
1
|
State Street
Boston,
Massachusetts
|
$467M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$426M
|
+$353M
|
+5,675,623
|
+483%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$409M
|
+$108M
|
+1,734,158
|
+36%
|
|
|
4
|
|
$274M
|
+$1.81M
|
+29,069
|
+0.7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$177M
|
+$48.6M
|
+781,466
|
+38%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$125M
|
+$2.2M
|
+35,311
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$97M
|
+$30M
|
+482,970
|
+45%
|
|
|
8
|
ETrade Capital Management
Arlington,
Virginia
|
$84.6M
|
+$8.19M
|
+131,714
|
+11%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84M
|
+$7.06M
|
+113,468
|
+9%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$79.6M
|
+$31.2M
|
+501,524
|
+64%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$66.3M
|
-$1.8M
|
-28,974
|
-3%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$62.4M
|
+$15M
|
+240,764
|
+32%
|
|
|
13
|
Alta Advisers
London,
United Kingdom
|
$62.3M
|
+$4.77M
|
+76,666
|
+8%
|
|
|
14
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$57.9M
|
+$11.9M
|
+191,626
|
+26%
|
|
|
15
|
BOK Financial Private Wealth
Denver,
Colorado
|
$55.9M
|
+$1.5M
|
+24,159
|
+3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$50.2M
|
-$50.5M
|
-811,603
|
-50%
|
|
|
17
|
Empirical Wealth Management
Seattle,
Washington
|
$45.7M
|
+$3.91M
|
+62,913
|
+9%
|
|
|
18
|
Hancock Whitney
Gulfport,
Mississippi
|
$43.3M
|
-$618K
|
-9,927
|
-1%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$43.1M
|
+$23.9M
|
+384,713
|
+125%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.7M
|
-$44.2M
|
-711,170
|
-51%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.3M
|
-$25.4M
|
-408,550
|
-39%
|
|
|
22
|
Madison Asset Management
Madison,
Wisconsin
|
$38.6M
|
-$7.07M
|
-113,617
|
-15%
|
|
|
23
|
Cardan Capital Partners
Denver,
Colorado
|
$38.4M
|
+$15.8M
|
+253,234
|
+70%
|
|
|
24
|
Avion Wealth
The Woodlands,
Texas
|
$37.7M
|
+$8.66M
|
+139,253
|
+30%
|
|
|
25
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$34.8M
|
+$34.8M
|
+559,228
|
New
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