|
1
|
Bank of America
Charlotte,
North Carolina
|
$471M
|
+$62.9M
|
+1,013,101
|
+15%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$466M
|
–
|
–
|
–
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$358M
|
-$67.3M
|
-1,083,888
|
-16%
|
|
|
4
|
|
$291M
|
+$17.8M
|
+287,185
|
+7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$192M
|
+$14.5M
|
+234,191
|
+8%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$127M
|
+$3.02M
|
+48,583
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$115M
|
+$18.8M
|
+303,298
|
+19%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$105M
|
+$39.1M
|
+629,069
|
+59%
|
|
|
9
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$103M
|
+$103M
|
+1,661,082
|
New
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$95.9M
|
+$16.4M
|
+264,721
|
+21%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$91.2M
|
+$7.27M
|
+117,024
|
+9%
|
|
|
12
|
Clear Creek Financial Management
Silverdale,
Washington
|
$65.3M
|
+$65.3M
|
+1,051,394
|
New
|
|
|
13
|
Alta Advisers
London,
United Kingdom
|
$65M
|
+$2.85M
|
+45,849
|
+5%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$60.5M
|
-$1.81M
|
-29,098
|
-3%
|
|
|
15
|
Hancock Whitney
Gulfport,
Mississippi
|
$50.4M
|
+$7.21M
|
+116,063
|
+17%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$49.9M
|
+$6.88M
|
+110,741
|
+16%
|
|
|
17
|
Empirical Wealth Management
Seattle,
Washington
|
$46M
|
+$340K
|
+5,474
|
+0.7%
|
|
|
18
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$45.7M
|
-$12.1M
|
-194,630
|
-21%
|
|
|
19
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$42.2M
|
+$11.7M
|
+188,291
|
+38%
|
|
|
20
|
Cardan Capital Partners
Denver,
Colorado
|
$42M
|
+$3.7M
|
+59,620
|
+10%
|
|
|
21
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$38.4M
|
+$3.75M
|
+60,406
|
+11%
|
|
|
22
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$36.5M
|
+$2.26M
|
+36,457
|
+7%
|
|
|
23
|
Defender Capital
Charlotte,
North Carolina
|
$36.3M
|
+$4.08M
|
+65,750
|
+13%
|
|
|
24
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$35.6M
|
+$1.94M
|
+31,234
|
+6%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.3M
|
-$4.92M
|
-79,270
|
-13%
|
|
