|
1
|
Bank of America
Charlotte,
North Carolina
|
$687M
|
-$68.6M
|
-1,472,541
|
-9%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$142M
|
-$69.3M
|
-1,486,162
|
-33%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$70.5M
|
+$2.88M
|
+61,882
|
+4%
|
|
|
4
|
|
$54.4M
|
+$54.5M
|
+1,170,094
|
New
|
|
|
5
|
HTLF Bank
Denver,
Colorado
|
$48.4M
|
+$2.72M
|
+58,343
|
+6%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$45.7M
|
-$3.12M
|
-67,012
|
-6%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39.1M
|
-$5.24M
|
-112,525
|
-12%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.7M
|
-$6.57M
|
-140,977
|
-15%
|
|
|
9
|
CX Institutional
Auburn,
Indiana
|
$30.9M
|
+$1.73M
|
+37,145
|
+6%
|
|
|
10
|
|
$29.7M
|
-$4.56M
|
-97,867
|
-13%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$28M
|
-$2.24M
|
-48,133
|
-7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$27.4M
|
-$767K
|
-16,452
|
-3%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$21.6M
|
+$3.76M
|
+80,719
|
+21%
|
|
|
14
|
Willis Johnson & Associates
Houston,
Texas
|
$20.6M
|
+$1.39M
|
+29,903
|
+7%
|
|
|
15
|
Mather Group
Chicago,
Illinois
|
$16.7M
|
-$53.5K
|
-1,149
|
-0.3%
|
|
|
16
|
Renaissance Technologies
New York
|
$16.7M
|
-$11.4M
|
-244,302
|
-41%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$15.4M
|
-$91.9K
|
-1,973
|
-0.6%
|
|
|
18
|
|
$15.3M
|
-$115K
|
-2,457
|
-0.7%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.5M
|
+$12.9M
|
+277,554
|
+2,405%
|
|
|
20
|
Old National Bancorp
Evansville,
Indiana
|
$12.5M
|
+$702K
|
+15,061
|
+6%
|
|
|
21
|
Davidson Investment Advisors
Great Falls,
Montana
|
$11.4M
|
-$119K
|
-2,555
|
-1%
|
|
|
22
|
Advisors Preferred
Rockville,
Maryland
|
$10.3M
|
+$10.4M
|
+222,744
|
New
|
|
|
23
|
Condor Capital Management
Martinsville,
New Jersey
|
$9.73M
|
+$1.77M
|
+38,005
|
+22%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.57M
|
-$22.3K
|
-479
|
-0.3%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$8.23M
|
+$563K
|
+12,080
|
+7%
|
|
