|
1
|
Bank of America
Charlotte,
North Carolina
|
$682M
|
-$18.4M
|
-407,032
|
-3%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$165M
|
+$52.6M
|
+1,164,977
|
+47%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$88.1M
|
+$5.35M
|
+118,688
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.4M
|
-$6.81M
|
-150,964
|
-15%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$39.9M
|
+$27.1M
|
+601,111
|
+217%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$39.3M
|
+$1.21M
|
+26,830
|
+3%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$36.7M
|
+$2.51M
|
+55,600
|
+7%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$32.8M
|
-$1.28M
|
-28,478
|
-4%
|
|
|
9
|
|
$32.6M
|
+$1.53M
|
+33,980
|
+5%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29.2M
|
-$2.03M
|
-44,999
|
-7%
|
|
|
11
|
Willis Johnson & Associates
Houston,
Texas
|
$28.5M
|
+$4.66M
|
+103,261
|
+20%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20.6M
|
+$5.34M
|
+118,299
|
+35%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$20.3M
|
+$6.7M
|
+148,426
|
+50%
|
|
|
14
|
|
$18.3M
|
-$10.1M
|
-224,480
|
-36%
|
|
|
15
|
Davidson Investment Advisors
Great Falls,
Montana
|
$15.9M
|
+$17.4K
|
+385
|
+0.1%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$15.6M
|
-$628K
|
-13,914
|
-4%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$14.5M
|
-$741K
|
-16,429
|
-5%
|
|
|
18
|
Avidian Wealth Enterprises
Houston,
Texas
|
$14.5M
|
-$179K
|
-3,957
|
-1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$14.4M
|
-$344K
|
-7,629
|
-2%
|
|
|
20
|
|
$11.4M
|
-$28M
|
-621,534
|
-71%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.91M
|
-$825K
|
-18,287
|
-10%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$7.62M
|
-$229K
|
-5,066
|
-3%
|
|
|
23
|
FOCUS Wealth Advisors
Houston,
Texas
|
$7.09M
|
+$171K
|
+3,790
|
+2%
|
|
|
24
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.46M
|
-$184K
|
-4,076
|
-3%
|
|
|
25
|
Renaissance Technologies
New York
|
$5.94M
|
+$1.55M
|
+34,400
|
+36%
|
|
