|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.29B
|
-$103M
|
-2,034,309
|
-7%
|
|
|
2
|
HB Wealth Management
Atlanta,
Georgia
|
$66.1M
|
-$6.87M
|
-135,844
|
-9%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$48.3M
|
+$28.3M
|
+560,260
|
+143%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$47.7M
|
-$44.9M
|
-888,950
|
-49%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$40.4M
|
+$40M
|
+792,435
|
+13,488%
|
|
|
6
|
Dowling & Yahnke
San Diego,
California
|
$35.4M
|
+$13.6M
|
+269,154
|
+63%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$32.1M
|
+$15.3M
|
+301,956
|
+91%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$31.7M
|
+$7.14M
|
+141,258
|
+29%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$30.9M
|
+$9.08M
|
+179,654
|
+42%
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$27.6M
|
-$7.1M
|
-140,406
|
-20%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$26.6M
|
+$4.54M
|
+89,882
|
+21%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$25.1M
|
+$5.95M
|
+117,772
|
+31%
|
|
|
13
|
Klingman & Associates
New York
|
$24.8M
|
-$2.17M
|
-43,030
|
-8%
|
|
|
14
|
Weatherly Asset Management
Del Mar,
California
|
$24.6M
|
-$1.9M
|
-37,554
|
-7%
|
|
|
15
|
Covington Capital Management
Los Angeles,
California
|
$22.7M
|
-$315K
|
-6,229
|
-1%
|
|
|
16
|
One Capital Management
Westlake Village,
California
|
$20.5M
|
-$3.58M
|
-70,880
|
-15%
|
|
|
17
|
Bridgewater Advisors
New York
|
$20.3M
|
-$3.32M
|
-65,787
|
-14%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.7M
|
+$4.79M
|
+94,737
|
+34%
|
|
|
19
|
|
$18.3M
|
+$18.3M
|
+361,170
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18M
|
+$10.4M
|
+205,180
|
+137%
|
|
|
21
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$17.7M
|
+$17.7M
|
+349,453
|
New
|
|
|
22
|
Auxano Advisors
Bellevue,
Washington
|
$17.4M
|
-$1.99M
|
-39,407
|
-10%
|
|
|
23
|
Slow Capital
Greenbrae,
California
|
$16.8M
|
-$3.95M
|
-78,243
|
-19%
|
|
|
24
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$16.8M
|
+$4.19M
|
+82,920
|
+33%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$16.3M
|
-$1.62M
|
-32,086
|
-9%
|
|
