|
1
|
Bank of America
Charlotte,
North Carolina
|
$721M
|
+$32.6M
|
+716,976
|
+5%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$123M
|
+$34.6M
|
+760,279
|
+38%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$64.7M
|
+$949K
|
+20,872
|
+1%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$56.4M
|
+$30.6M
|
+672,901
|
+111%
|
|
|
5
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$37M
|
+$2.51M
|
+55,134
|
+7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.8M
|
+$5.88M
|
+129,229
|
+22%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$27.9M
|
+$10.5M
|
+231,515
|
+58%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$27.8M
|
+$1.21M
|
+26,587
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$27.4M
|
+$851K
|
+18,715
|
+3%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$26.1M
|
+$1.61M
|
+35,403
|
+6%
|
|
|
11
|
|
$21.5M
|
-$3.07M
|
-67,462
|
-12%
|
|
|
12
|
|
$18.8M
|
+$19.4M
|
+426,793
|
New
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$16.1M
|
+$937K
|
+20,598
|
+6%
|
|
|
14
|
Davidson Investment Advisors
Great Falls,
Montana
|
$11.7M
|
-$622K
|
-13,673
|
-5%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.2M
|
+$3.84M
|
+84,463
|
+50%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$10.8M
|
-$11.4K
|
-250
|
-0.1%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.9M
|
+$8.31M
|
+182,755
|
+438%
|
|
|
18
|
Old National Bancorp
Evansville,
Indiana
|
$9.6M
|
-$481K
|
-10,571
|
-5%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$9.04M
|
-$969K
|
-21,312
|
-9%
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$8.63M
|
+$728K
|
+16,008
|
+9%
|
|
|
21
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.76M
|
+$1.01M
|
+22,304
|
+15%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$7.43M
|
-$577K
|
-12,695
|
-7%
|
|
|
23
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$7.41M
|
+$796K
|
+17,500
|
+12%
|
|
|
24
|
|
$6.85M
|
+$6.13M
|
+134,896
|
+661%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$6.78M
|
-$80.7K
|
-1,774
|
-1%
|
|
