|
1
|
Bank of America
Charlotte,
North Carolina
|
$797M
|
+$22.8M
|
+487,279
|
+3%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$175M
|
-$10.1M
|
-215,044
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$113M
|
+$8.54M
|
+182,555
|
+8%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$73.5M
|
+$6.97M
|
+148,965
|
+11%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$63.8M
|
+$12.6M
|
+268,374
|
+25%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$49.6M
|
+$78.6K
|
+1,680
|
+0.2%
|
|
|
7
|
Willis Johnson & Associates
Houston,
Texas
|
$46.7M
|
+$2.31M
|
+49,425
|
+5%
|
|
|
8
|
TIAA Wealth Investment Management
New York
|
$41.9M
|
-$2.56M
|
-54,752
|
-6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$40.5M
|
+$3M
|
+64,059
|
+8%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$34.5M
|
-$798K
|
-17,061
|
-2%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$28.2M
|
+$4.62M
|
+98,866
|
+20%
|
|
|
12
|
|
$26.3M
|
-$5.11M
|
-109,156
|
-16%
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
$25.1M
|
-$19.9M
|
-424,373
|
-44%
|
|
|
14
|
|
$23.5M
|
+$2.39M
|
+51,095
|
+11%
|
|
|
15
|
Mather Group
Chicago,
Illinois
|
$21.2M
|
+$460K
|
+9,833
|
+2%
|
|
|
16
|
UMB Bank
Kansas City,
Missouri
|
$20.8M
|
-$7.31M
|
-156,197
|
-26%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.6M
|
+$723K
|
+15,455
|
+4%
|
|
|
18
|
Davidson Investment Advisors
Great Falls,
Montana
|
$19.3M
|
+$304K
|
+6,505
|
+2%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$17.7M
|
+$625K
|
+13,360
|
+4%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.4M
|
+$3.34M
|
+71,491
|
+28%
|
|
|
21
|
|
$14.9M
|
+$1.57M
|
+33,539
|
+12%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$14.8M
|
-$182K
|
-3,898
|
-1%
|
|
|
23
|
Avidian Wealth Enterprises
Houston,
Texas
|
$14.3M
|
+$574K
|
+12,280
|
+4%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
-$1.3M
|
-27,854
|
-9%
|
|
|
25
|
FOCUS Wealth Advisors
Houston,
Texas
|
$8.66M
|
+$85.8K
|
+1,834
|
+1%
|
|
