|
1
|
Bank of America
Charlotte,
North Carolina
|
$764M
|
-$5.07M
|
-112,535
|
-0.7%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$213M
|
+$78.9M
|
+1,753,166
|
+63%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$68.3M
|
-$595K
|
-13,209
|
-0.9%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$49.3M
|
+$20.6M
|
+457,648
|
+77%
|
|
|
5
|
HTLF Bank
Denver,
Colorado
|
$46.2M
|
+$44.2M
|
+981,908
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.7M
|
+$11.3M
|
+251,189
|
+35%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$44.8M
|
-$14.7M
|
-326,100
|
-25%
|
|
|
8
|
|
$34.7M
|
+$11.2M
|
+249,247
|
+51%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$30.6M
|
+$1.38M
|
+30,613
|
+5%
|
|
|
10
|
CX Institutional
Auburn,
Indiana
|
$29.5M
|
-$226K
|
-5,025
|
-0.8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$28.5M
|
-$1.21M
|
-26,972
|
-4%
|
|
|
12
|
Renaissance Technologies
New York
|
$28.4M
|
+$27.1M
|
+602,902
|
New
|
|
|
13
|
Willis Johnson & Associates
Houston,
Texas
|
$19.4M
|
+$18.6M
|
+412,568
|
New
|
|
|
14
|
Avidian Wealth Enterprises
Houston,
Texas
|
$18M
|
+$836K
|
+18,558
|
+5%
|
|
|
15
|
Mather Group
Chicago,
Illinois
|
$16.8M
|
+$5.03M
|
+111,685
|
+46%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$15.7M
|
+$7.43M
|
+165,058
|
+98%
|
|
|
17
|
|
$15.6M
|
-$4.28M
|
-95,037
|
-22%
|
|
|
18
|
Old National Bancorp
Evansville,
Indiana
|
$11.9M
|
+$1.6M
|
+35,563
|
+16%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.7M
|
+$9.87M
|
+219,206
|
+769%
|
|
|
20
|
Davidson Investment Advisors
Great Falls,
Montana
|
$11.6M
|
-$855K
|
-18,986
|
-7%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$9.89M
|
+$2.54M
|
+56,460
|
+37%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.7M
|
-$3.12M
|
-69,352
|
-27%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.69M
|
-$1.79M
|
-39,758
|
-18%
|
|
|
24
|
Condor Capital Management
Martinsville,
New Jersey
|
$8.05M
|
-$1.11M
|
-24,546
|
-13%
|
|
|
25
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.87M
|
-$389K
|
-8,632
|
-5%
|
|
