|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.59B
|
+$29.9M
|
+317,093
|
+2%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$402M
|
-$16.6M
|
-176,084
|
-4%
|
|
|
3
|
Matson Money Inc
Mason,
Ohio
|
$328M
|
+$11M
|
+116,708
|
+3%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$292M
|
-$22.1M
|
-234,186
|
-7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$291M
|
-$22.6M
|
-239,333
|
-7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$197M
|
-$18.6M
|
-197,690
|
-8%
|
|
|
7
|
|
$161M
|
-$1.95M
|
-20,685
|
-1%
|
|
|
8
|
Wharton Business Group
Malvern,
Pennsylvania
|
$109M
|
+$29.5M
|
+312,877
|
+35%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$99.6M
|
-$5.25M
|
-55,730
|
-5%
|
|
|
10
|
|
$83.9M
|
-$6.97M
|
-73,980
|
-7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$73.6M
|
-$11M
|
-116,268
|
-13%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$73M
|
-$4.42M
|
-46,872
|
-6%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$69.7M
|
-$1.96M
|
-20,774
|
-3%
|
|
|
14
|
|
$65.3M
|
-$8.65M
|
-91,779
|
-11%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$44.3M
|
-$8.45M
|
-89,683
|
-16%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$37.9M
|
-$1.46M
|
-15,443
|
-4%
|
|
|
17
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$36.4M
|
–
|
–
|
–
|
|
|
18
|
Prudential Financial
Newark,
New Jersey
|
$35.1M
|
-$9.51M
|
-100,841
|
-21%
|
|
|
19
|
Strategic Financial Services
Utica,
New York
|
$35M
|
+$307K
|
+3,258
|
+0.9%
|
|
|
20
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$34.9M
|
+$1.44M
|
+15,305
|
+4%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34.3M
|
-$1.39M
|
-14,723
|
-4%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$33.9M
|
-$2.96M
|
-31,356
|
-8%
|
|
|
23
|
SVB Wealth
Boston,
Massachusetts
|
$31M
|
-$3.88M
|
-41,158
|
-11%
|
|
|
24
|
|
$28.2M
|
-$37.5K
|
-398
|
-0.1%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$27.1M
|
+$10.5K
|
+111
|
+0%
|
|
