|
1
|
Bank of America
Charlotte,
North Carolina
|
$623M
|
-$658M
|
-13,024,029
|
-51%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$70.9M
|
+$23M
|
+455,785
|
+48%
|
|
|
3
|
HB Wealth Management
Atlanta,
Georgia
|
$58.6M
|
-$7.09M
|
-140,299
|
-11%
|
|
|
4
|
Fiduciary Trust
Boston,
Massachusetts
|
$55M
|
+$15M
|
+295,979
|
+37%
|
|
|
5
|
|
$45.9M
|
+$46.1M
|
+913,163
|
New
|
|
|
6
|
TownSquare Capital
Provo,
Utah
|
$38.5M
|
+$11.2M
|
+221,490
|
+41%
|
|
|
7
|
Dowling & Yahnke
San Diego,
California
|
$35.6M
|
+$422K
|
+8,360
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$33.6M
|
+$1.74M
|
+34,511
|
+5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$32.7M
|
+$1.24M
|
+24,439
|
+4%
|
|
|
10
|
Klingman & Associates
New York
|
$29.4M
|
+$4.79M
|
+94,825
|
+19%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28.7M
|
-$2.05M
|
-40,492
|
-7%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.7M
|
+$9.16M
|
+181,220
|
+49%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
$27.1M
|
+$650K
|
+12,865
|
+2%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$25.2M
|
+$223K
|
+4,405
|
+0.9%
|
|
|
15
|
Weatherly Asset Management
Del Mar,
California
|
$24.6M
|
+$213K
|
+4,220
|
+0.9%
|
|
|
16
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$21M
|
+$16.3M
|
+322,984
|
+343%
|
|
|
17
|
Covington Capital Management
Los Angeles,
California
|
$20.8M
|
-$1.76M
|
-34,796
|
-8%
|
|
|
18
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$20.4M
|
+$11.2M
|
+222,406
|
+122%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$20.2M
|
+$8.82M
|
+174,567
|
+77%
|
|
|
20
|
Bridgewater Advisors
New York
|
$19.7M
|
-$481K
|
-9,511
|
-2%
|
|
|
21
|
One Capital Management
Westlake Village,
California
|
$19.5M
|
-$883K
|
-17,468
|
-4%
|
|
|
22
|
D'Orazio & Associates
Falls Church,
Virginia
|
$19.2M
|
+$18.2M
|
+360,200
|
+1,621%
|
|
|
23
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$18.3M
|
+$771K
|
+15,266
|
+4%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.8M
|
-$8.14K
|
-161
|
-0%
|
|
|
25
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$17.7M
|
+$1.05M
|
+20,846
|
+6%
|
|
