|
1
|
Bank of America
Charlotte,
North Carolina
|
$575M
|
-$8.66M
|
-158,584
|
-1%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$183M
|
-$11.5M
|
-210,724
|
-6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$107M
|
+$4.34M
|
+79,450
|
+4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85.7M
|
+$17M
|
+311,536
|
+24%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$67.4M
|
+$5.62M
|
+103,014
|
+9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.1M
|
-$997K
|
-18,266
|
-2%
|
|
|
7
|
|
$48.2M
|
+$39M
|
+714,202
|
+393%
|
|
|
8
|
|
$41.3M
|
+$2.38M
|
+43,637
|
+6%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$37.9M
|
-$44.5K
|
-816
|
-0.1%
|
|
|
10
|
TIAA FSB
Jacksonville,
Florida
|
$35.9M
|
+$36.4M
|
+666,838
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$32.4M
|
-$4.78M
|
-87,636
|
-13%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$23.7M
|
+$20.6M
|
+377,442
|
+602%
|
|
|
13
|
PFS Investments
Duluth,
Georgia
|
$23.1M
|
+$2.64M
|
+48,436
|
+13%
|
|
|
14
|
Focused Wealth Management
Newburgh,
New York
|
$22.8M
|
+$7.76M
|
+142,099
|
+50%
|
|
|
15
|
Avantax Planning Partners
Dubuque,
Iowa
|
$21.5M
|
+$19.4M
|
+356,292
|
+834%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$20.2M
|
-$1.62M
|
-29,695
|
-7%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.9M
|
+$2.63M
|
+48,164
|
+16%
|
|
|
18
|
Connectus Wealth
Cincinnati,
Ohio
|
$16M
|
-$32.4M
|
-594,222
|
-67%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$14.6M
|
+$716K
|
+13,121
|
+5%
|
|
|
20
|
Private Ocean
San Rafael,
California
|
$13.9M
|
-$3.49M
|
-63,998
|
-20%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.9M
|
+$4.83M
|
+88,540
|
+59%
|
|
|
22
|
Regions Financial Corp
Birmingham,
Alabama
|
$11.2M
|
+$1.66M
|
+30,426
|
+17%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$11.1M
|
-$8.07M
|
-147,857
|
-42%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.7M
|
+$1.51M
|
+27,744
|
+16%
|
|
|
25
|
|
$10M
|
-$28.9M
|
-529,333
|
-74%
|
|
