|
1
|
|
$270M
|
-$3.12M
|
-81,643
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$220M
|
-$9.13M
|
-238,613
|
-4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$108M
|
+$11.2M
|
+292,303
|
+12%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$94.4M
|
+$1.71M
|
+44,758
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$91.3M
|
+$17.1M
|
+445,593
|
+25%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$68.2M
|
-$3.11M
|
-81,301
|
-5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$60.5M
|
+$6.51M
|
+170,031
|
+13%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.8M
|
+$3.55M
|
+92,758
|
+9%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.4M
|
-$1.97M
|
-51,569
|
-6%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29M
|
-$135K
|
-3,523
|
-0.5%
|
|
|
11
|
Arden Trust
Wilmington,
Delaware
|
$28.6M
|
+$2.51M
|
+65,692
|
+10%
|
|
|
12
|
|
$24.6M
|
+$14.8M
|
+387,558
|
+178%
|
|
|
13
|
Miracle Mile Advisors
Los Angeles,
California
|
$22.9M
|
-$12.9M
|
-335,806
|
-37%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$22.6M
|
-$1.68M
|
-43,803
|
-7%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$21.8M
|
-$1.16M
|
-30,409
|
-5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.3M
|
+$660K
|
+17,248
|
+3%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$17.6M
|
-$1.04M
|
-27,153
|
-6%
|
|
|
18
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$16.2M
|
+$364K
|
+9,498
|
+2%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$14.8M
|
+$13.1M
|
+343,091
|
+1,708%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.6M
|
-$115
|
-3
|
-0%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.1M
|
-$2.2M
|
-57,443
|
-14%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14M
|
-$739K
|
-19,300
|
-5%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$12.9M
|
+$3.38M
|
+88,432
|
+39%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$12.2M
|
+$1.48M
|
+38,615
|
+15%
|
|
|
25
|
M&T Bank
Buffalo,
New York
|
$10.8M
|
-$1.11M
|
-29,114
|
-10%
|
|
