|
1
|
|
$490M
|
+$45.6M
|
+918,909
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$353M
|
+$57.8M
|
+1,165,485
|
+20%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$160M
|
+$9.48M
|
+191,112
|
+6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$111M
|
-$1.31M
|
-26,345
|
-1%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$108M
|
+$2.24M
|
+45,171
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$97.8M
|
+$2.51M
|
+50,609
|
+3%
|
|
|
7
|
Kestra Investment Management
Austin,
Texas
|
$94.9M
|
+$34.8M
|
+702,359
|
+58%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$89.5M
|
-$18.5M
|
-372,651
|
-17%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.9M
|
+$12.2M
|
+245,608
|
+22%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$39.3M
|
+$2.01M
|
+40,543
|
+5%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$35.6M
|
-$129K
|
-2,606
|
-0.4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.5M
|
+$1.55M
|
+31,348
|
+5%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33.2M
|
+$463K
|
+9,339
|
+1%
|
|
|
14
|
|
$31.5M
|
-$1.17M
|
-23,620
|
-3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.3M
|
-$350K
|
-7,059
|
-1%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$30.1M
|
+$49.6K
|
+1,001
|
+0.2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$22.1M
|
+$6.22M
|
+125,463
|
+39%
|
|
|
18
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$20.8M
|
+$455K
|
+9,171
|
+2%
|
|
|
19
|
Aspiriant LLC
Los Angeles,
California
|
$19.1M
|
-$1.35M
|
-27,286
|
-7%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.1M
|
-$3.78M
|
-76,184
|
-16%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$18.9M
|
-$158K
|
-3,195
|
-0.8%
|
|
|
22
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$15.5M
|
–
|
–
|
–
|
|
|
23
|
Rockefeller Capital Management
New York
|
$14.6M
|
+$1.6M
|
+32,273
|
+12%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$13.7M
|
-$4.97M
|
-100,181
|
-27%
|
|
|
25
|
Linscomb Wealth
Houston,
Texas
|
$13.6M
|
-$630K
|
-12,696
|
-4%
|
|
