|
1
|
Bank of America
Charlotte,
North Carolina
|
$840M
|
+$107M
|
+2,307,993
|
+15%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$149M
|
+$30.3M
|
+654,325
|
+25%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$81.7M
|
+$8.85M
|
+190,989
|
+12%
|
|
|
4
|
HTLF Bank
Denver,
Colorado
|
$58.6M
|
-$25.8K
|
-557
|
-0%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.7M
|
+$12.3M
|
+264,717
|
+28%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$42.3M
|
+$18.9M
|
+408,498
|
+80%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$36.7M
|
-$2.4M
|
-51,759
|
-6%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$34.6M
|
-$2.42M
|
-52,314
|
-7%
|
|
|
9
|
CX Institutional
Auburn,
Indiana
|
$34M
|
+$2.69M
|
+58,129
|
+9%
|
|
|
10
|
|
$33M
|
+$7.94M
|
+171,435
|
+31%
|
|
|
11
|
Willis Johnson & Associates
Houston,
Texas
|
$22.8M
|
+$373K
|
+8,053
|
+2%
|
|
|
12
|
Avidian Wealth Enterprises
Houston,
Texas
|
$20.3M
|
-$616K
|
-13,291
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$17M
|
-$81.6K
|
-1,762
|
-0.5%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$16.8M
|
+$13.9M
|
+300,489
|
+469%
|
|
|
15
|
Davidson Investment Advisors
Great Falls,
Montana
|
$15.5M
|
+$1.08M
|
+23,412
|
+8%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$15M
|
-$410K
|
-8,852
|
-3%
|
|
|
17
|
Mather Group
Chicago,
Illinois
|
$13.8M
|
-$606K
|
-13,073
|
-4%
|
|
|
18
|
Old National Bancorp
Evansville,
Indiana
|
$11.5M
|
+$1.63M
|
+35,162
|
+16%
|
|
|
19
|
Condor Capital Management
Martinsville,
New Jersey
|
$10.8M
|
+$413K
|
+8,910
|
+4%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.94M
|
+$1.32M
|
+28,506
|
+15%
|
|
|
21
|
|
$9.78M
|
-$5.26M
|
-113,452
|
-35%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$9.59M
|
-$666K
|
-14,376
|
-6%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.89M
|
+$794K
|
+17,135
|
+10%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$7.25M
|
+$7.29M
|
+157,260
|
New
|
|
|
25
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$7.12M
|
+$658K
|
+14,208
|
+10%
|
|
