|
1
|
|
$368M
|
+$5.9M
|
+137,198
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$253M
|
-$3.42M
|
-79,472
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$130M
|
-$5.9M
|
-137,185
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$114M
|
+$20.2M
|
+468,560
|
+23%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$105M
|
-$1.3M
|
-30,206
|
-1%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$97.9M
|
-$932K
|
-21,662
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$85.1M
|
+$1.8M
|
+41,906
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$71.2M
|
+$3.47M
|
+80,649
|
+5%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$52.4M
|
-$41.4M
|
-961,690
|
-45%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.6M
|
+$785K
|
+18,240
|
+3%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.6M
|
-$723K
|
-16,802
|
-3%
|
|
|
12
|
|
$28M
|
+$1.12M
|
+26,039
|
+4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28M
|
+$1.29M
|
+29,945
|
+5%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$26.8M
|
+$2.37M
|
+54,959
|
+10%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$24.3M
|
+$1.79M
|
+41,706
|
+8%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$19.1M
|
-$744K
|
-17,287
|
-4%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.5M
|
+$878K
|
+20,390
|
+5%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$18.4M
|
+$51.9K
|
+1,207
|
+0.3%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$18.3M
|
+$1.07M
|
+24,750
|
+7%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$17.5M
|
+$130K
|
+3,015
|
+0.8%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.3M
|
-$264K
|
-6,137
|
-2%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.9M
|
+$11.5K
|
+268
|
+0.1%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$16M
|
+$5.91M
|
+137,228
|
+64%
|
|
|
24
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$14.1M
|
–
|
–
|
–
|
|
|
25
|
Linscomb Wealth
Houston,
Texas
|
$12.9M
|
-$43.9K
|
-1,020
|
-0.4%
|
|
