|
1
|
|
$2.55B
|
+$344M
|
+5,886,364
|
+16%
|
|
|
2
|
|
$1.31B
|
+$22.4M
|
+384,001
|
+2%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$442M
|
+$7.34M
|
+125,785
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$406M
|
-$12.9M
|
-220,527
|
-3%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$368M
|
+$25.1M
|
+429,644
|
+7%
|
|
|
6
|
|
$326M
|
+$17.2M
|
+295,027
|
+6%
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$285M
|
+$41.3M
|
+708,372
|
+17%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$264M
|
–
|
–
|
–
|
|
|
9
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$264M
|
+$118M
|
+2,019,229
|
+82%
|
|
|
10
|
SCS Capital Management
Boston,
Massachusetts
|
$255M
|
+$8.57M
|
+146,822
|
+3%
|
|
|
11
|
NorthRock Partners
Minneapolis,
Minnesota
|
$227M
|
+$14.7M
|
+251,649
|
+7%
|
|
|
12
|
|
$215M
|
+$11.9M
|
+203,880
|
+6%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$190M
|
+$5M
|
+85,627
|
+3%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$182M
|
-$5.88M
|
-100,786
|
-3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$176M
|
-$21.4M
|
-366,281
|
-11%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$156M
|
+$19.1M
|
+327,871
|
+14%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$154M
|
+$109M
|
+1,860,465
|
+241%
|
|
|
18
|
Summit Trail Advisors
New York
|
$139M
|
+$109M
|
+1,865,738
|
+370%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$138M
|
+$21.9M
|
+374,851
|
+19%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$133M
|
+$14.5M
|
+248,690
|
+12%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$120M
|
+$882K
|
+15,117
|
+0.7%
|
|
|
22
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$120M
|
-$207K
|
-3,551
|
-0.2%
|
|
|
23
|
Blue Trust Inc
Alpharetta,
Georgia
|
$119M
|
-$82.2M
|
-1,408,729
|
-41%
|
|
|
24
|
Pure Financial Advisors
San Diego,
California
|
$119M
|
+$10.6M
|
+182,254
|
+10%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$118M
|
-$4.37M
|
-74,866
|
-4%
|
|
