|
1
|
|
$336M
|
+$25.5M
|
+613,307
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$238M
|
+$6.25M
|
+150,102
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$126M
|
-$5.68M
|
-136,462
|
-4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$99M
|
-$14.7M
|
-352,778
|
-13%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$91.9M
|
-$1.98M
|
-47,635
|
-2%
|
|
|
6
|
Kestra Investment Management
Austin,
Texas
|
$89.1M
|
+$43.3M
|
+1,038,639
|
+96%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$86.5M
|
-$2.45M
|
-58,719
|
-3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$77.3M
|
+$1.25M
|
+29,981
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$62.7M
|
-$256K
|
-6,150
|
-0.4%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.6M
|
+$915K
|
+21,955
|
+3%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.2M
|
+$93.4K
|
+2,242
|
+0.3%
|
|
|
12
|
|
$25M
|
-$2.42M
|
-58,010
|
-9%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.7M
|
-$8.15M
|
-195,657
|
-25%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$22.6M
|
+$431K
|
+10,355
|
+2%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$20.8M
|
+$1.17M
|
+27,981
|
+6%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$18.5M
|
-$502K
|
-12,040
|
-3%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$17.1M
|
+$806K
|
+19,350
|
+5%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.4M
|
-$1.14M
|
-27,423
|
-7%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$16.1M
|
+$55.9K
|
+1,342
|
+0.4%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16M
|
+$777K
|
+18,658
|
+5%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$16M
|
+$1.19M
|
+28,490
|
+8%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.7M
|
+$703K
|
+16,886
|
+5%
|
|
|
23
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$13.1M
|
+$13M
|
+311,419
|
New
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$12.1M
|
+$101K
|
+2,426
|
+0.9%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$11.8M
|
+$10.2M
|
+246,019
|
+694%
|
|
