|
1
|
|
$1.49B
|
-$1.06B
|
-18,154,689
|
-42%
|
|
|
2
|
|
$1.2B
|
-$104M
|
-1,775,262
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$514M
|
+$107M
|
+1,827,364
|
+26%
|
|
|
4
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$429M
|
-$13.8M
|
-235,091
|
-3%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$393M
|
+$25M
|
+427,068
|
+7%
|
|
|
6
|
|
$350M
|
+$22.9M
|
+391,184
|
+7%
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$338M
|
+$52.6M
|
+898,635
|
+19%
|
|
|
8
|
SCS Capital Management
Boston,
Massachusetts
|
$252M
|
-$3.95M
|
-67,500
|
-2%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$244M
|
-$20.5M
|
-350,000
|
-8%
|
|
|
10
|
NorthRock Partners
Minneapolis,
Minnesota
|
$241M
|
+$14.3M
|
+243,362
|
+6%
|
|
|
11
|
RWA Wealth Partners
Newton,
Massachusetts
|
$230M
|
+$144M
|
+2,452,449
|
+168%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$222M
|
+$39.4M
|
+672,960
|
+22%
|
|
|
13
|
|
$216M
|
+$650K
|
+11,101
|
+0.3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$194M
|
+$17.9M
|
+304,817
|
+10%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$187M
|
+$30.8M
|
+526,654
|
+20%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$186M
|
-$4.57M
|
-77,940
|
-2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$161M
|
+$1.39M
|
+23,754
|
+0.9%
|
|
|
18
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$154M
|
-$110M
|
-1,874,713
|
-42%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$142M
|
+$35.6M
|
+607,671
|
+34%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$137M
|
+$3.48M
|
+59,392
|
+3%
|
|
|
21
|
Summit Trail Advisors
New York
|
$136M
|
-$2.85M
|
-48,740
|
-2%
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
$126M
|
+$7.23M
|
+123,505
|
+6%
|
|
|
23
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$120M
|
-$132K
|
-2,261
|
-0.1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$120M
|
-$17.8M
|
-304,276
|
-13%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$119M
|
+$711K
|
+12,136
|
+0.6%
|
|
