|
1
|
WIT LLC
District Of Columbia,
District of Columbia
|
$755M
|
+$150M
|
+2,434,070
|
+25%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$461M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$427M
|
-$8.55M
|
-138,835
|
-2%
|
|
|
4
|
|
$355M
|
+$52.2M
|
+847,290
|
+17%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$148M
|
+$8.42M
|
+136,716
|
+6%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$136M
|
+$3.93M
|
+63,795
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$130M
|
-$28.4M
|
-461,469
|
-18%
|
|
|
8
|
NextCapital Advisers
Chicago,
Illinois
|
$118M
|
+$34.7M
|
+562,777
|
+42%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$111M
|
+$7.23M
|
+117,415
|
+7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$94.2M
|
+$1.42M
|
+23,098
|
+2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$79.1M
|
-$29.2M
|
-474,369
|
-28%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$69.3M
|
-$29.1M
|
-472,511
|
-30%
|
|
|
13
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$67.4M
|
+$67.5M
|
+1,095,492
|
New
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$65.3M
|
+$6.52M
|
+105,832
|
+11%
|
|
|
15
|
Alta Advisers
London,
United Kingdom
|
$64.6M
|
-$118K
|
-1,916
|
-0.2%
|
|
|
16
|
Nomura Asset Management
Tokyo,
Japan
|
$62.4M
|
+$48.2M
|
+783,000
|
+340%
|
|
|
17
|
AdvicePeriod
Los Angeles,
California
|
$57.6M
|
+$11.6M
|
+187,975
|
+25%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$50.3M
|
+$50.3M
|
+817,376
|
New
|
|
|
19
|
Defender Capital
Charlotte,
North Carolina
|
$47.9M
|
+$7.58M
|
+123,061
|
+19%
|
|
|
20
|
|
$45.2M
|
+$4.89M
|
+79,381
|
+12%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$42.8M
|
-$1.71M
|
-27,789
|
-4%
|
|
|
22
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$42.5M
|
+$5.57M
|
+90,424
|
+15%
|
|
|
23
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$38.2M
|
+$918K
|
+14,904
|
+2%
|
|
|
24
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$38.1M
|
+$17.8M
|
+288,748
|
+88%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.6M
|
+$5.1M
|
+82,888
|
+17%
|
|
