|
1
|
|
$314M
|
+$14.9M
|
+343,422
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$250M
|
+$6.36M
|
+146,707
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$131M
|
+$2.06M
|
+47,448
|
+2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$110M
|
+$3.78M
|
+87,171
|
+4%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$97.1M
|
-$3.26M
|
-75,236
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$95.7M
|
+$733K
|
+16,917
|
+0.8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$78.7M
|
-$1.45M
|
-33,468
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$62.6M
|
+$5.78M
|
+133,283
|
+10%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$45.4M
|
+$2.01M
|
+46,327
|
+5%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.2M
|
-$720K
|
-16,621
|
-2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.1M
|
+$4.07M
|
+93,934
|
+17%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.7M
|
+$1.39M
|
+32,136
|
+6%
|
|
|
13
|
|
$26.6M
|
+$399K
|
+9,196
|
+2%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.8M
|
-$240K
|
-5,530
|
-1%
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$20.5M
|
-$1.02M
|
-23,499
|
-5%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.2M
|
-$334K
|
-7,708
|
-2%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$18.4M
|
+$1.92M
|
+44,186
|
+12%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.4M
|
+$2.12M
|
+49,018
|
+14%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$17.4M
|
-$905K
|
-20,867
|
-5%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$16.5M
|
-$582K
|
-13,425
|
-3%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$16.4M
|
+$198K
|
+4,560
|
+1%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.6M
|
+$132K
|
+3,053
|
+0.9%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.1M
|
+$1.01M
|
+23,360
|
+7%
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$12.8M
|
-$146K
|
-3,371
|
-1%
|
|
|
25
|
Miracle Mile Advisors
Los Angeles,
California
|
$12.6M
|
-$1.85M
|
-42,603
|
-13%
|
|
