|
1
|
|
$3.03B
|
+$444M
|
+7,558,690
|
+17%
|
|
|
2
|
|
$1.63B
|
+$236M
|
+4,026,070
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$675M
|
+$66M
|
+1,124,185
|
+11%
|
|
|
4
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$594M
|
+$70.2M
|
+1,195,456
|
+13%
|
|
|
5
|
|
$514M
|
+$195M
|
+3,318,608
|
+61%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$466M
|
-$27M
|
-459,774
|
-5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$374M
|
+$227M
|
+3,868,882
|
+154%
|
|
|
8
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$341M
|
-$132M
|
-2,246,145
|
-28%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$333M
|
+$113M
|
+1,929,878
|
+51%
|
|
|
10
|
|
$308M
|
+$25.5M
|
+435,051
|
+9%
|
|
|
11
|
RWA Wealth Partners
Newton,
Massachusetts
|
$299M
|
+$76.3M
|
+1,299,307
|
+34%
|
|
|
12
|
NorthRock Partners
Minneapolis,
Minnesota
|
$285M
|
+$7.96M
|
+135,541
|
+3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$262M
|
+$57.5M
|
+979,775
|
+28%
|
|
|
14
|
State Street
Boston,
Massachusetts
|
$258M
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$238M
|
+$48.2M
|
+820,447
|
+25%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$211M
|
+$10.5M
|
+178,126
|
+5%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$187M
|
-$13.7M
|
-233,766
|
-7%
|
|
|
18
|
Arlington Trust
Birmingham,
Alabama
|
$181M
|
+$181M
|
+3,090,718
|
+179,172%
|
|
|
19
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$171M
|
+$1.01M
|
+17,175
|
+0.6%
|
|
|
20
|
Pure Financial Advisors
San Diego,
California
|
$163M
|
+$13.3M
|
+226,705
|
+9%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$145M
|
+$13.4M
|
+227,579
|
+10%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$143M
|
-$119M
|
-2,030,278
|
-45%
|
|
|
23
|
|
$143M
|
+$90.9M
|
+1,549,298
|
+175%
|
|
|
24
|
New York Life Investment Management
New York
|
$134M
|
-$29.5M
|
-503,061
|
-18%
|
|
|
25
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$131M
|
+$15.6M
|
+266,043
|
+13%
|
|
