|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.39B
|
+$1.37B
|
+26,888,421
|
+4,815%
|
|
|
2
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$92.7M
|
-$40.4M
|
-794,921
|
-30%
|
|
|
3
|
HB Wealth Management
Atlanta,
Georgia
|
$72.9M
|
-$10.9M
|
-214,858
|
-13%
|
|
|
4
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$51M
|
-$69M
|
-1,357,577
|
-57%
|
|
|
5
|
TownSquare Capital
Provo,
Utah
|
$34.7M
|
-$1.03M
|
-20,339
|
-3%
|
|
|
6
|
Venturi Wealth Management
Austin,
Texas
|
$30.1M
|
-$4.73M
|
-93,113
|
-14%
|
|
|
7
|
Klingman & Associates
New York
|
$27M
|
-$495K
|
-9,744
|
-2%
|
|
|
8
|
Weatherly Asset Management
Del Mar,
California
|
$26.5M
|
+$2.37M
|
+46,700
|
+10%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$24.5M
|
+$2.44M
|
+48,010
|
+11%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$24.1M
|
+$955K
|
+18,809
|
+4%
|
|
|
11
|
Bridgewater Advisors
New York
|
$23.6M
|
-$2.38M
|
-46,781
|
-9%
|
|
|
12
|
Covington Capital Management
Los Angeles,
California
|
$23.1M
|
-$6.64M
|
-130,675
|
-22%
|
|
|
13
|
Palladium Partners
Norfolk,
Virginia
|
$22.7M
|
-$33.1M
|
-652,535
|
-59%
|
|
|
14
|
Sequoia Financial Advisors
Akron,
Ohio
|
$22.1M
|
+$22.2M
|
+436,096
|
New
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.8M
|
-$5.58M
|
-109,930
|
-20%
|
|
|
16
|
Dowling & Yahnke
San Diego,
California
|
$21.8M
|
+$9.48M
|
+186,642
|
+77%
|
|
|
17
|
Slow Capital
Greenbrae,
California
|
$20.8M
|
+$6.51M
|
+128,063
|
+45%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.9M
|
+$19.6M
|
+386,548
|
+6,140%
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$19.7M
|
+$1.33M
|
+26,180
|
+7%
|
|
|
20
|
Auxano Advisors
Bellevue,
Washington
|
$19.4M
|
+$13.2M
|
+260,595
|
+213%
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$19.2M
|
+$3.35M
|
+65,892
|
+21%
|
|
|
22
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$18.6M
|
+$9.19M
|
+180,831
|
+97%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$17.9M
|
-$1.42M
|
-28,027
|
-7%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$16.8M
|
+$3.34M
|
+65,692
|
+25%
|
|
|
25
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$15.5M
|
+$13.1M
|
+257,969
|
+539%
|
|
