|
1
|
|
$2.6B
|
+$1.1B
|
+18,721,366
|
+73%
|
|
|
2
|
|
$1.4B
|
+$99.1M
|
+1,685,710
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$611M
|
+$29.7M
|
+505,200
|
+5%
|
|
|
4
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$526M
|
+$133M
|
+2,260,600
|
+34%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$495M
|
+$19.8M
|
+336,233
|
+4%
|
|
|
6
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$474M
|
+$32.5M
|
+553,478
|
+7%
|
|
|
7
|
|
$321M
|
+$949K
|
+16,138
|
+0.3%
|
|
|
8
|
|
$284M
|
+$51.1M
|
+869,181
|
+22%
|
|
|
9
|
NorthRock Partners
Minneapolis,
Minnesota
|
$278M
|
+$20.1M
|
+341,578
|
+8%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$262M
|
+$245M
|
+4,169,694
|
+1,398%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$258M
|
–
|
–
|
–
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
$223M
|
-$28.3M
|
-482,154
|
-11%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$221M
|
-$1.22M
|
-20,724
|
-0.5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$206M
|
+$46M
|
+782,803
|
+29%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$201M
|
+$4.74M
|
+80,705
|
+2%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$201M
|
+$9.31M
|
+158,457
|
+5%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$199M
|
+$5.02M
|
+85,360
|
+3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$191M
|
-$4.77M
|
-81,143
|
-2%
|
|
|
19
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$170M
|
+$25.2M
|
+429,099
|
+17%
|
|
|
20
|
New York Life Investment Management
New York
|
$164M
|
+$113M
|
+1,921,017
|
+222%
|
|
|
21
|
Pure Financial Advisors
San Diego,
California
|
$150M
|
+$12.7M
|
+216,791
|
+9%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$148M
|
+$9.82M
|
+167,017
|
+7%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$132M
|
+$9.23M
|
+157,022
|
+7%
|
|
|
24
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$119M
|
-$3.01M
|
-51,288
|
-2%
|
|
|
25
|
NEPC LLC
Boston,
Massachusetts
|
$117M
|
+$45.1M
|
+766,581
|
+62%
|
|
