|
1
|
|
$276M
|
-$1.79M
|
-43,818
|
-0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$229M
|
+$2.04M
|
+50,103
|
+0.9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$117M
|
+$5.58M
|
+136,709
|
+5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$97.4M
|
+$3.44M
|
+84,340
|
+4%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$93.6M
|
-$3.4M
|
-83,322
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$87.2M
|
+$24.3M
|
+596,110
|
+40%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$69.8M
|
-$336K
|
-8,231
|
-0.5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.5M
|
+$4.28M
|
+104,822
|
+9%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.8M
|
-$429K
|
-10,520
|
-1%
|
|
|
10
|
Arden Trust
Wilmington,
Delaware
|
$29.1M
|
-$301K
|
-7,385
|
-1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24M
|
-$5.73M
|
-140,462
|
-20%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$23.5M
|
+$1.07M
|
+26,297
|
+5%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.7M
|
+$809K
|
+19,837
|
+4%
|
|
|
14
|
|
$21.6M
|
-$3.64M
|
-89,369
|
-15%
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$21.4M
|
-$1.78M
|
-43,620
|
-8%
|
|
|
16
|
Miracle Mile Advisors
Los Angeles,
California
|
$18.3M
|
-$5.09M
|
-124,725
|
-22%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$17.2M
|
+$8.15M
|
+199,916
|
+94%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.4M
|
+$1.88M
|
+46,053
|
+13%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.1M
|
+$10M
|
+245,487
|
+212%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.1M
|
+$59.3K
|
+1,453
|
+0.4%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$14.4M
|
+$1.83M
|
+44,832
|
+15%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.1M
|
-$219K
|
-5,372
|
-2%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$13.3M
|
+$1.55K
|
+38
|
+0%
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$12.3M
|
+$1.91M
|
+46,935
|
+19%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$11.7M
|
-$6.24M
|
-152,896
|
-35%
|
|
