|
1
|
Bank of America
Charlotte,
North Carolina
|
$771M
|
+$22.6M
|
+481,456
|
+3%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$200M
|
+$18.6M
|
+394,734
|
+10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$101M
|
+$2.37M
|
+50,368
|
+2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$59.2M
|
-$1.2M
|
-25,500
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.8M
|
+$1.22M
|
+26,065
|
+2%
|
|
|
6
|
UMB Bank
Kansas City,
Missouri
|
$48.3M
|
+$48.1M
|
+1,024,052
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$45.3M
|
+$7.87M
|
+167,376
|
+21%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$44.1M
|
+$797K
|
+16,954
|
+2%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$40.7M
|
+$16.8M
|
+357,608
|
+71%
|
|
|
10
|
Willis Johnson & Associates
Houston,
Texas
|
$37M
|
+$2.72M
|
+57,981
|
+8%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$35.8M
|
-$1.17M
|
-24,978
|
-3%
|
|
|
12
|
|
$34.3M
|
+$4.74M
|
+100,931
|
+16%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28M
|
+$156K
|
+3,314
|
+0.6%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$22.6M
|
+$136K
|
+2,899
|
+0.6%
|
|
|
15
|
|
$22.5M
|
-$158K
|
-3,371
|
-0.7%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$21.5M
|
-$192K
|
-4,094
|
-0.9%
|
|
|
17
|
Davidson Investment Advisors
Great Falls,
Montana
|
$18.2M
|
+$791K
|
+16,838
|
+5%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$16.3M
|
+$870K
|
+18,514
|
+6%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$15.4M
|
-$746K
|
-15,873
|
-5%
|
|
|
20
|
Avidian Wealth Enterprises
Houston,
Texas
|
$15.3M
|
+$181K
|
+3,851
|
+1%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$14.1M
|
-$78.8K
|
-1,676
|
-0.6%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.5M
|
+$1.17M
|
+24,954
|
+10%
|
|
|
23
|
FOCUS Wealth Advisors
Houston,
Texas
|
$8.8M
|
+$398K
|
+8,460
|
+5%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$7.86M
|
+$9.45K
|
+201
|
+0.1%
|
|
|
25
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.84M
|
+$192K
|
+4,087
|
+3%
|
|
