|
1
|
Bank of America
Charlotte,
North Carolina
|
$696M
|
+$19.5M
|
+425,431
|
+3%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$126M
|
-$14.2M
|
-309,783
|
-10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$70.9M
|
+$1.45M
|
+31,545
|
+2%
|
|
|
4
|
HTLF Bank
Denver,
Colorado
|
$48.3M
|
+$581K
|
+12,664
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.3M
|
+$7.23M
|
+157,446
|
+19%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$41.8M
|
-$3.24M
|
-70,663
|
-7%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$36.6M
|
-$1.91M
|
-41,541
|
-5%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$30.5M
|
+$129K
|
+2,816
|
+0.4%
|
|
|
9
|
|
$26.8M
|
-$2.51M
|
-54,629
|
-9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$24.7M
|
-$2.89M
|
-63,031
|
-10%
|
|
|
11
|
Willis Johnson & Associates
Houston,
Texas
|
$21.1M
|
+$783K
|
+17,052
|
+4%
|
|
|
12
|
Avidian Wealth Enterprises
Houston,
Texas
|
$20.7M
|
-$584K
|
-12,719
|
-3%
|
|
|
13
|
|
$18.6M
|
+$3.49M
|
+75,973
|
+23%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$17.7M
|
-$9.37M
|
-204,270
|
-35%
|
|
|
15
|
|
$17.1M
|
-$36.5M
|
-796,047
|
-68%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$16.6M
|
+$107K
|
+2,322
|
+0.7%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$14.9M
|
-$327K
|
-7,129
|
-2%
|
|
|
18
|
Davidson Investment Advisors
Great Falls,
Montana
|
$12.5M
|
+$1.27M
|
+27,710
|
+11%
|
|
|
19
|
Old National Bancorp
Evansville,
Indiana
|
$12M
|
-$259K
|
-5,642
|
-2%
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$10.1M
|
+$493K
|
+10,748
|
+5%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$9.34M
|
+$1.23M
|
+26,738
|
+15%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.68M
|
+$236K
|
+5,139
|
+3%
|
|
|
23
|
Renaissance Technologies
New York
|
$8.24M
|
-$8.21M
|
-178,900
|
-50%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.14M
|
+$4.89M
|
+106,641
|
+150%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.77M
|
+$1.35M
|
+29,309
|
+21%
|
|
