|
1
|
|
$418M
|
+$22.7M
|
+491,321
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$277M
|
+$10.7M
|
+230,895
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$142M
|
-$681K
|
-14,710
|
-0.5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$106M
|
-$13.9M
|
-301,069
|
-12%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$102M
|
-$11.3M
|
-244,471
|
-10%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$99M
|
-$473K
|
-10,226
|
-0.5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$89.6M
|
+$844K
|
+18,243
|
+1%
|
|
|
8
|
Kestra Investment Management
Austin,
Texas
|
$56.4M
|
+$1.1M
|
+23,787
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.3M
|
-$7.86M
|
-169,814
|
-13%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$35.1M
|
+$4.19M
|
+90,594
|
+14%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$33.6M
|
+$4.2M
|
+90,671
|
+14%
|
|
|
12
|
|
$31.5M
|
+$799K
|
+17,267
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31M
|
+$1.82M
|
+39,229
|
+6%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.8M
|
+$10.9K
|
+236
|
+0%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$30.5M
|
-$4.02M
|
-86,737
|
-12%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.8M
|
-$1.98M
|
-42,711
|
-6%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.2M
|
-$2.9M
|
-62,754
|
-9%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.3M
|
+$1.92M
|
+41,409
|
+10%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$20.8M
|
+$1.04M
|
+22,540
|
+5%
|
|
|
20
|
Aspiriant LLC
Los Angeles,
California
|
$19.3M
|
-$350K
|
-7,554
|
-2%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$19.1M
|
+$40.7K
|
+879
|
+0.2%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$17.9M
|
+$213K
|
+4,602
|
+1%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$17.6M
|
+$233K
|
+5,025
|
+1%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$15M
|
+$3.66M
|
+79,109
|
+33%
|
|
|
25
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$14.5M
|
–
|
–
|
–
|
|
