|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$160M
|
+$38M
|
+748,311
|
+31%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$156M
|
+$6.8M
|
+133,795
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$138M
|
+$19.4M
|
+382,544
|
+16%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$86.2M
|
-$7.21M
|
-141,848
|
-8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$67.3M
|
+$20.6M
|
+405,158
|
+44%
|
|
|
6
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$65.1M
|
+$5.5M
|
+108,157
|
+9%
|
|
|
7
|
Bailard
Foster City,
California
|
$52.7M
|
+$9.08M
|
+178,723
|
+21%
|
|
|
8
|
Salomon & Ludwin
Richmond,
Virginia
|
$51.7M
|
-$523K
|
-10,300
|
-1%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$46.7M
|
+$11.3M
|
+222,840
|
+32%
|
|
|
10
|
Renaissance Technologies
New York
|
$45.9M
|
+$6.83M
|
+134,493
|
+18%
|
|
|
11
|
|
$43.8M
|
-$2.66M
|
-52,411
|
-6%
|
|
|
12
|
NorthRock Partners
Minneapolis,
Minnesota
|
$41.8M
|
+$6.97M
|
+137,178
|
+20%
|
|
|
13
|
Bank of New York Mellon
New York
|
$36.5M
|
+$267K
|
+5,259
|
+0.7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$33.8M
|
+$2.51M
|
+49,460
|
+8%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32.7M
|
+$2.03M
|
+40,004
|
+7%
|
|
|
16
|
HB Wealth Management
Atlanta,
Georgia
|
$32.5M
|
+$3.02M
|
+59,415
|
+10%
|
|
|
17
|
Weatherly Asset Management
Del Mar,
California
|
$30.9M
|
+$1.15M
|
+22,590
|
+4%
|
|
|
18
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$30.3M
|
+$31.6K
|
+621
|
+0.1%
|
|
|
19
|
Avidian Wealth Enterprises
Houston,
Texas
|
$29.8M
|
+$27M
|
+531,517
|
+982%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$27.9M
|
+$5.57M
|
+109,667
|
+25%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.8M
|
+$6.31M
|
+124,123
|
+29%
|
|
|
22
|
|
$27.4M
|
+$755K
|
+14,854
|
+3%
|
|
|
23
|
Global Wealth Management
Kingston,
New Jersey
|
$26.3M
|
+$6.17M
|
+121,460
|
+31%
|
|
|
24
|
Bridgewater Advisors
New York
|
$25M
|
+$40K
|
+788
|
+0.2%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.9M
|
+$9.38M
|
+184,559
|
+61%
|
|
