|
1
|
Bank of America
Charlotte,
North Carolina
|
$765M
|
+$5.77M
|
+121,958
|
+0.7%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$183M
|
-$14.5M
|
-307,409
|
-7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$103M
|
+$4.25M
|
+89,793
|
+4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$65.7M
|
+$7.58M
|
+160,388
|
+13%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.5M
|
+$516K
|
+10,916
|
+1%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$48.9M
|
+$49.1M
|
+1,038,766
|
+7,045%
|
|
|
7
|
CX Institutional
Auburn,
Indiana
|
$44.5M
|
+$1.08M
|
+22,853
|
+2%
|
|
|
8
|
TIAA Wealth Investment Management
New York
|
$44M
|
+$44.8M
|
+946,835
|
New
|
|
|
9
|
Willis Johnson & Associates
Houston,
Texas
|
$43.8M
|
+$7.59M
|
+160,501
|
+20%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$37.1M
|
-$7.65M
|
-161,861
|
-17%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$34.9M
|
-$327K
|
-6,905
|
-0.9%
|
|
|
12
|
|
$31.1M
|
-$2.76M
|
-58,293
|
-8%
|
|
|
13
|
UMB Bank
Kansas City,
Missouri
|
$27.8M
|
-$20.1M
|
-424,674
|
-41%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$23.3M
|
+$1.02M
|
+21,626
|
+5%
|
|
|
15
|
|
$20.8M
|
-$1.34M
|
-28,290
|
-6%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$20.5M
|
-$746K
|
-15,768
|
-3%
|
|
|
17
|
Davidson Investment Advisors
Great Falls,
Montana
|
$18.8M
|
+$842K
|
+17,795
|
+5%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.8M
|
-$8.97M
|
-189,755
|
-32%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$16.9M
|
+$877K
|
+18,538
|
+5%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$14.8M
|
-$350K
|
-7,394
|
-2%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$14.2M
|
+$391K
|
+8,274
|
+3%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$13.5M
|
-$1.51M
|
-32,029
|
-10%
|
|
|
23
|
|
$13.2M
|
+$13.4M
|
+283,295
|
New
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.9M
|
-$375K
|
-7,929
|
-3%
|
|
|
25
|
FOCUS Wealth Advisors
Houston,
Texas
|
$8.47M
|
-$197K
|
-4,169
|
-2%
|
|
