|
1
|
WIT LLC
District Of Columbia,
District of Columbia
|
$606M
|
+$609M
|
+9,834,950
|
New
|
|
|
2
|
American International Group
New York
|
$493M
|
-$31K
|
-500
|
-6%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$462M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$436M
|
-$31.9M
|
-514,599
|
-7%
|
|
|
5
|
|
$303M
|
+$14.7M
|
+237,362
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$158M
|
-$31.8M
|
-513,898
|
-17%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$139M
|
-$217M
|
-3,503,791
|
-61%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$132M
|
+$6.12M
|
+98,796
|
+5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$104M
|
-$547K
|
-8,823
|
-0.5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$103M
|
-$11.5M
|
-185,853
|
-10%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$98.5M
|
+$3.46M
|
+55,793
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$92.9M
|
+$2.51M
|
+40,486
|
+3%
|
|
|
13
|
NextCapital Advisers
Chicago,
Illinois
|
$83.3M
|
+$83.8M
|
+1,352,171
|
New
|
|
|
14
|
Alta Advisers
London,
United Kingdom
|
$64.8M
|
+$331K
|
+5,347
|
+0.5%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$58.9M
|
-$1.13M
|
-18,261
|
-2%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$47.8M
|
-$1.68M
|
-27,165
|
-3%
|
|
|
17
|
Hancock Whitney
Gulfport,
Mississippi
|
$47.8M
|
-$2.23M
|
-36,011
|
-4%
|
|
|
18
|
AdvicePeriod
Los Angeles,
California
|
$46.1M
|
+$13.8M
|
+222,296
|
+42%
|
|
|
19
|
Empirical Wealth Management
Seattle,
Washington
|
$44.5M
|
-$1.1M
|
-17,748
|
-2%
|
|
|
20
|
Defender Capital
Charlotte,
North Carolina
|
$40.4M
|
+$4.45M
|
+71,850
|
+12%
|
|
|
21
|
|
$40.3M
|
+$10.2M
|
+164,811
|
+34%
|
|
|
22
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$40.3M
|
-$5.16M
|
-83,211
|
-11%
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$37.5M
|
-$730K
|
-11,785
|
-2%
|
|
|
24
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$37.3M
|
+$1.11M
|
+17,940
|
+3%
|
|
|
25
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$37M
|
+$1.6M
|
+25,881
|
+5%
|
|
