|
1
|
Bank of America
Charlotte,
North Carolina
|
$273M
|
-$353M
|
-6,990,523
|
-56%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$126M
|
+$54.7M
|
+1,085,305
|
+77%
|
|
|
3
|
Fiduciary Trust
Boston,
Massachusetts
|
$72.1M
|
+$16.8M
|
+332,137
|
+30%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$60.2M
|
+$26.3M
|
+522,357
|
+78%
|
|
|
5
|
HB Wealth Management
Atlanta,
Georgia
|
$50.7M
|
-$8.07M
|
-160,023
|
-14%
|
|
|
6
|
|
$38.7M
|
+$22.4M
|
+443,506
|
+138%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.5M
|
+$9.6M
|
+190,270
|
+35%
|
|
|
8
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$37.4M
|
+$19.6M
|
+388,287
|
+110%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$35.5M
|
+$2.62M
|
+51,921
|
+8%
|
|
|
10
|
Klingman & Associates
New York
|
$34.9M
|
+$5.38M
|
+106,695
|
+18%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$34.5M
|
+$7.26M
|
+144,001
|
+27%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$34.1M
|
+$24.3M
|
+481,394
|
+248%
|
|
|
13
|
|
$32.8M
|
+$32.8M
|
+649,708
|
+822,415%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$32M
|
+$32M
|
+633,858
|
New
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$31.5M
|
+$11.2M
|
+221,589
|
+55%
|
|
|
16
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$31.4M
|
+$10.3M
|
+203,734
|
+49%
|
|
|
17
|
Mills Wealth Advisors
Southlake,
Texas
|
$29.9M
|
+$29.8M
|
+590,935
|
New
|
|
|
18
|
First Foundation Advisors
Irvine,
California
|
$28.4M
|
+$3.07M
|
+60,914
|
+12%
|
|
|
19
|
Weatherly Asset Management
Del Mar,
California
|
$28.2M
|
+$3.44M
|
+68,285
|
+14%
|
|
|
20
|
Bridgewater Advisors
New York
|
$25.9M
|
+$6.11M
|
+121,108
|
+31%
|
|
|
21
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$25.7M
|
+$5.17M
|
+102,428
|
+25%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$24.8M
|
+$24.7M
|
+489,838
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.2M
|
+$6.52M
|
+129,304
|
+37%
|
|
|
24
|
Trust Company
Manhattan,
Kansas
|
$23.3M
|
+$23.3M
|
+462,057
|
New
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.4M
|
-$7.38M
|
-146,383
|
-26%
|
|
