|
1
|
Bank of America
Charlotte,
North Carolina
|
$747M
|
+$33.4M
|
+718,791
|
+5%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$121M
|
-$7.61M
|
-163,727
|
-6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$74.2M
|
+$1.59M
|
+34,174
|
+2%
|
|
|
4
|
HTLF Bank
Denver,
Colorado
|
$59.7M
|
+$10.1M
|
+218,233
|
+21%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.3M
|
-$2.11M
|
-45,400
|
-5%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$39.8M
|
-$2.92M
|
-62,814
|
-7%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37.7M
|
+$177K
|
+3,817
|
+0.5%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$31.9M
|
+$652K
|
+14,043
|
+2%
|
|
|
9
|
|
$25.6M
|
-$1.82M
|
-39,158
|
-7%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$23.9M
|
-$1.42M
|
-30,583
|
-6%
|
|
|
11
|
Willis Johnson & Associates
Houston,
Texas
|
$22.9M
|
+$1.27M
|
+27,310
|
+6%
|
|
|
12
|
Avidian Wealth Enterprises
Houston,
Texas
|
$21.3M
|
+$169K
|
+3,647
|
+0.8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$17.4M
|
-$694K
|
-14,946
|
-4%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$15.7M
|
+$410K
|
+8,837
|
+3%
|
|
|
15
|
|
$15.3M
|
-$3.7M
|
-79,637
|
-20%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$14.7M
|
-$2.13M
|
-45,874
|
-13%
|
|
|
17
|
Davidson Investment Advisors
Great Falls,
Montana
|
$14.6M
|
+$1.84M
|
+39,695
|
+15%
|
|
|
18
|
Condor Capital Management
Martinsville,
New Jersey
|
$10.6M
|
+$252K
|
+5,420
|
+2%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
+$872K
|
+18,773
|
+9%
|
|
|
20
|
Old National Bancorp
Evansville,
Indiana
|
$10.1M
|
-$2.21M
|
-47,660
|
-18%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.79M
|
-$107K
|
-2,310
|
-1%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.25M
|
+$286K
|
+6,149
|
+4%
|
|
|
23
|
FOCUS Wealth Advisors
Houston,
Texas
|
$7.5M
|
–
|
–
|
–
|
|
|
24
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.91M
|
-$860K
|
-18,513
|
-11%
|
|
|
25
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$6.58M
|
+$227K
|
+4,893
|
+4%
|
|
