|
1
|
|
$557M
|
+$27M
|
+504,794
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$393M
|
+$10.6M
|
+198,081
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$175M
|
+$1.08M
|
+20,143
|
+0.6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$116M
|
-$4.59M
|
-86,013
|
-4%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$115M
|
-$1.14M
|
-21,295
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$105M
|
-$494K
|
-9,249
|
-0.5%
|
|
|
7
|
Kestra Investment Management
Austin,
Texas
|
$90.2M
|
-$12.5M
|
-233,346
|
-12%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$84.5M
|
-$12.6M
|
-235,729
|
-13%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.7M
|
+$2.23M
|
+41,725
|
+3%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$43.6M
|
+$1.04M
|
+19,515
|
+2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.5M
|
+$2.09M
|
+39,094
|
+6%
|
|
|
12
|
|
$36M
|
+$1.09M
|
+20,432
|
+3%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$35.8M
|
-$2.7M
|
-50,500
|
-7%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$32M
|
-$543K
|
-10,165
|
-2%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.6M
|
-$7.14M
|
-133,589
|
-22%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$23.4M
|
-$522K
|
-9,778
|
-2%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.4M
|
+$2.22M
|
+41,470
|
+11%
|
|
|
18
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$21.7M
|
-$857K
|
-16,038
|
-4%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$21.5M
|
+$20.4M
|
+381,876
|
+2,192%
|
|
|
20
|
Aspiriant LLC
Los Angeles,
California
|
$19.4M
|
-$1.3M
|
-24,298
|
-6%
|
|
|
21
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$16.8M
|
–
|
–
|
–
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$15.9M
|
-$4.46M
|
-83,435
|
-22%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$15.9M
|
+$40.6K
|
+760
|
+0.3%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$15.5M
|
+$1.06M
|
+19,873
|
+7%
|
|
|
25
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$14.6M
|
+$14.5M
|
+270,844
|
New
|
|
