|
1
|
Bank of America
Charlotte,
North Carolina
|
$214M
|
-$59.8M
|
-1,181,975
|
-22%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$102M
|
-$25M
|
-494,080
|
-20%
|
|
|
3
|
Fiduciary Trust
Boston,
Massachusetts
|
$64.1M
|
-$8.35M
|
-165,011
|
-12%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$62.7M
|
+$2.24M
|
+44,289
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$40.3M
|
+$6M
|
+118,504
|
+18%
|
|
|
6
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$39.5M
|
+$1.9M
|
+37,607
|
+5%
|
|
|
7
|
|
$37M
|
+$29.1M
|
+574,170
|
+373%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$36.8M
|
+$1.11M
|
+21,928
|
+3%
|
|
|
9
|
|
$34.1M
|
-$4.74M
|
-93,625
|
-12%
|
|
|
10
|
Mills Wealth Advisors
Southlake,
Texas
|
$34.1M
|
+$4.04M
|
+79,741
|
+13%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$32.2M
|
-$2.43M
|
-48,068
|
-7%
|
|
|
12
|
|
$31.9M
|
-$1.07M
|
-21,080
|
-3%
|
|
|
13
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$29.9M
|
-$1.66M
|
-32,731
|
-5%
|
|
|
14
|
Weatherly Asset Management
Del Mar,
California
|
$29.2M
|
+$904K
|
+17,855
|
+3%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$27.4M
|
-$4.83M
|
-95,338
|
-15%
|
|
|
16
|
Bridgewater Advisors
New York
|
$26.7M
|
+$657K
|
+12,972
|
+3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.8M
|
+$1.49M
|
+29,357
|
+6%
|
|
|
18
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$24M
|
-$1.78M
|
-35,063
|
-7%
|
|
|
19
|
Trust Company
Manhattan,
Kansas
|
$23.8M
|
+$339K
|
+6,703
|
+1%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22.7M
|
+$1.19M
|
+23,570
|
+6%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$20.4M
|
-$4.51M
|
-89,034
|
-18%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.9M
|
+$1.23M
|
+24,256
|
+7%
|
|
|
23
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$19M
|
+$1M
|
+19,846
|
+6%
|
|
|
24
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$18M
|
–
|
–
|
–
|
|
|
25
|
One Capital Management
Westlake Village,
California
|
$17M
|
+$253K
|
+5,002
|
+2%
|
|
