|
1
|
|
$299M
|
+$10M
|
+237,042
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$223M
|
-$6.91M
|
-163,547
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$127M
|
+$6.81M
|
+161,205
|
+5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$110M
|
+$8.42M
|
+199,363
|
+8%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$90.3M
|
+$1.02M
|
+24,256
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$85.6M
|
-$2.52M
|
-59,720
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$73.2M
|
+$790K
|
+18,695
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.6M
|
+$3.16M
|
+74,687
|
+5%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$43.7M
|
+$1.97M
|
+46,603
|
+5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.7M
|
+$7.45M
|
+176,321
|
+29%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.6M
|
+$1.76M
|
+41,616
|
+7%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27M
|
+$182K
|
+4,315
|
+0.7%
|
|
|
13
|
|
$26.4M
|
+$1.93M
|
+45,600
|
+8%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$21.3M
|
+$22.3M
|
+527,166
|
New
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$18.9M
|
+$2.1M
|
+49,809
|
+12%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$18.3M
|
-$613K
|
-14,502
|
-3%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.8M
|
+$842K
|
+19,920
|
+5%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$15.7M
|
-$398K
|
-9,425
|
-2%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$15.5M
|
+$289K
|
+6,843
|
+2%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.7M
|
+$788K
|
+18,642
|
+5%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.4M
|
-$3.45M
|
-81,691
|
-19%
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$14.2M
|
-$919K
|
-21,748
|
-6%
|
|
|
23
|
Linscomb Wealth
Houston,
Texas
|
$11.5M
|
-$239K
|
-5,655
|
-2%
|
|
|
24
|
Eagle Strategies
New York
|
$10.9M
|
+$413K
|
+9,773
|
+4%
|
|
|
25
|
M&T Bank
Buffalo,
New York
|
$10.9M
|
-$33.8K
|
-800
|
-0.3%
|
|
