|
1
|
Bank of America
Charlotte,
North Carolina
|
$454M
|
+$270M
|
+2,693,352
|
+148%
|
|
|
2
|
|
$257M
|
+$6.98M
|
+69,537
|
+3%
|
|
|
3
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$139M
|
+$784K
|
+7,803
|
+0.6%
|
|
|
4
|
ACR Alpine Capital Research
St. Louis,
Missouri
|
$132M
|
-$558M
|
-5,556,774
|
-81%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$122M
|
+$26M
|
+259,038
|
+27%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$78M
|
+$32.8M
|
+326,153
|
+73%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.2M
|
-$22.3M
|
-222,243
|
-23%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$71.9M
|
+$13.8M
|
+137,135
|
+24%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$66.9M
|
+$66.7M
|
+663,756
|
New
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$47.1M
|
+$9.1M
|
+90,622
|
+24%
|
|
|
11
|
|
$44.7M
|
-$52M
|
-517,500
|
-54%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$44.3M
|
-$4.5M
|
-44,836
|
-9%
|
|
|
13
|
Oppenheimer Asset Management
New York
|
$42.4M
|
-$153M
|
-1,527,567
|
-78%
|
|
|
14
|
IndexIQ Advisors
New York
|
$38.6M
|
-$541K
|
-5,384
|
-1%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$38M
|
+$33.9M
|
+337,534
|
+843%
|
|
|
16
|
Cornerstone Management
Duluth,
Georgia
|
$36.6M
|
-$5.21M
|
-51,868
|
-13%
|
|
|
17
|
Acorns Advisers
Irvine,
California
|
$28.9M
|
+$5.01M
|
+49,873
|
+21%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$28.5M
|
+$28.4M
|
+282,567
|
New
|
|
|
19
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$28.1M
|
+$28M
|
+278,370
|
New
|
|
|
20
|
Partnervest Advisory Services
Santa Barbara,
California
|
$27.3M
|
+$18.1M
|
+180,632
|
+199%
|
|
|
21
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$25.8M
|
+$24.1M
|
+240,034
|
+1,440%
|
|
|
22
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$25.5M
|
+$25.5M
|
+253,571
|
New
|
|
|
23
|
One Capital Management
Westlake Village,
California
|
$24.7M
|
+$2.26M
|
+22,471
|
+10%
|
|
|
24
|
Evergreen Capital Management
Bellevue,
Washington
|
$24.2M
|
-$23.3M
|
-232,316
|
-49%
|
|
|
25
|
CX Institutional
Auburn,
Indiana
|
$21.4M
|
+$21.3M
|
+212,293
|
New
|
|
