|
1
|
Bank of America
Charlotte,
North Carolina
|
$657M
|
+$107M
|
+2,395,861
|
+20%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$267M
|
+$164M
|
+3,653,957
|
+166%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$60.9M
|
-$640K
|
-14,294
|
-1%
|
|
|
4
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$40.2M
|
+$10.8M
|
+240,329
|
+38%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$31.6M
|
+$5.62M
|
+125,648
|
+23%
|
|
|
6
|
|
$29M
|
+$5.78M
|
+129,104
|
+25%
|
|
|
7
|
CX Institutional
Auburn,
Indiana
|
$27.9M
|
+$17M
|
+379,937
|
+164%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$27.6M
|
-$16.4M
|
-365,406
|
-38%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$26.6M
|
-$3.66M
|
-81,719
|
-12%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$24.7M
|
+$16.1M
|
+360,536
|
+200%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$24M
|
+$5.67M
|
+126,800
|
+32%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$21.8M
|
-$7.89M
|
-176,325
|
-27%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$18M
|
-$1.68M
|
-37,603
|
-9%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.2M
|
+$2.91M
|
+64,919
|
+24%
|
|
|
15
|
Renaissance Technologies
New York
|
$15M
|
+$14.7M
|
+327,867
|
New
|
|
|
16
|
Caprin Asset Management
Henrico,
Virginia
|
$13.7M
|
-$4.04M
|
-90,291
|
-23%
|
|
|
17
|
Mather Group
Chicago,
Illinois
|
$11.9M
|
-$1.54M
|
-34,491
|
-12%
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$9.7M
|
-$294K
|
-6,578
|
-3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.4M
|
+$6.23M
|
+139,149
|
+310%
|
|
|
20
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.72M
|
+$3.22M
|
+72,005
|
+74%
|
|
|
21
|
Old National Bancorp
Evansville,
Indiana
|
$7.57M
|
+$5.43M
|
+121,286
|
+272%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.91M
|
-$2.35M
|
-52,479
|
-26%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$6.84M
|
+$6.67M
|
+149,108
|
+17,080%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$6.72M
|
-$2.18M
|
-48,666
|
-25%
|
|
|
25
|
AJ Wealth Strategies
New York
|
$6.38M
|
+$3.31M
|
+73,949
|
+112%
|
|
