|
1
|
|
$294M
|
+$8.81M
|
+204,950
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$239M
|
+$2.56M
|
+59,479
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$127M
|
+$5.87M
|
+136,529
|
+5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$105M
|
+$3.9M
|
+90,817
|
+4%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$98.8M
|
+$1.89M
|
+44,013
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$93.4M
|
+$3.12M
|
+72,643
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$78.9M
|
+$6.64M
|
+154,509
|
+9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.8M
|
+$1.44M
|
+33,482
|
+3%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$42.7M
|
+$42.4M
|
+986,035
|
New
|
|
|
10
|
Arden Trust
Wilmington,
Delaware
|
$38.7M
|
+$8.51M
|
+197,999
|
+28%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.4M
|
-$2.46M
|
-57,287
|
-8%
|
|
|
12
|
|
$25.8M
|
+$3.43M
|
+79,924
|
+15%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.9M
|
+$62.9K
|
+1,463
|
+0.3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.6M
|
+$68.5K
|
+1,593
|
+0.3%
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$21.2M
|
-$969K
|
-22,540
|
-4%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.7M
|
+$18.3M
|
+424,795
|
+798%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.3M
|
+$2.28M
|
+53,117
|
+14%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$18.1M
|
+$229K
|
+5,337
|
+1%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$16.8M
|
-$7.43M
|
-172,795
|
-31%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$16.1M
|
+$1.23M
|
+28,543
|
+8%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$16M
|
+$2.22M
|
+51,735
|
+16%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.3M
|
-$329K
|
-7,653
|
-2%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15M
|
-$610K
|
-14,182
|
-4%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$14.6M
|
+$3.22M
|
+75,019
|
+29%
|
|
|
25
|
Miracle Mile Advisors
Los Angeles,
California
|
$14.3M
|
-$4.68M
|
-108,784
|
-25%
|
|
