|
1
|
Bank of America
Charlotte,
North Carolina
|
$343M
|
-$111M
|
-1,099,998
|
-24%
|
|
|
2
|
|
$283M
|
+$27.4M
|
+272,553
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$183M
|
+$61.6M
|
+612,858
|
+51%
|
|
|
4
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$141M
|
+$2.17M
|
+21,604
|
+2%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$137M
|
+$137M
|
+1,363,114
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$117M
|
+$45.2M
|
+449,413
|
+63%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$97.2M
|
+$19.4M
|
+192,831
|
+25%
|
|
|
8
|
IndexIQ Advisors
New York
|
$73.9M
|
+$35.5M
|
+352,745
|
+92%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$61.4M
|
-$5.26M
|
-52,333
|
-8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$52.6M
|
+$8.42M
|
+83,693
|
+19%
|
|
|
11
|
Cornerstone Management
Duluth,
Georgia
|
$39.5M
|
+$3.07M
|
+30,495
|
+8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$32.9M
|
+$14.7M
|
+145,971
|
+82%
|
|
|
13
|
Acorns Advisers
Irvine,
California
|
$30.6M
|
+$1.79M
|
+17,793
|
+6%
|
|
|
14
|
Hohimer Wealth Management
Seattle,
Washington
|
$28.4M
|
+$28.4M
|
+282,901
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.8M
|
+$19.4M
|
+193,374
|
+265%
|
|
|
16
|
Partnervest Advisory Services
Santa Barbara,
California
|
$26.6M
|
-$696K
|
-6,917
|
-3%
|
|
|
17
|
Equitable Holdings
New York
|
$26.4M
|
+$22.3M
|
+221,863
|
+540%
|
|
|
18
|
Blue Square Asset Management
New York
|
$25.9M
|
+$5M
|
+49,696
|
+24%
|
|
|
19
|
One Capital Management
Westlake Village,
California
|
$25.8M
|
+$1.21M
|
+12,036
|
+5%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.6M
|
+$4.35M
|
+43,285
|
+23%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$23.4M
|
+$2.07M
|
+20,572
|
+10%
|
|
|
22
|
|
$21.6M
|
-$22.9M
|
-228,097
|
-51%
|
|
|
23
|
Evergreen Capital Management
Bellevue,
Washington
|
$21M
|
-$3.12M
|
-31,037
|
-13%
|
|
|
24
|
|
$16.5M
|
+$14.8M
|
+147,173
|
+889%
|
|
|
25
|
Financial Partners Capital Management
New York
|
$15M
|
-$583K
|
-5,795
|
-4%
|
|
