|
1
|
Wells Fargo
San Francisco,
California
|
$72.7M
|
+$49M
|
+539,816
|
+193%
|
|
|
2
|
Destination Wealth Management
Walnut Creek,
California
|
$68M
|
+$2.51M
|
+27,711
|
+4%
|
|
|
3
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$49.3M
|
+$6.66M
|
+73,408
|
+15%
|
|
|
4
|
Astor Investment Management
Chicago,
Illinois
|
$43.7M
|
+$29.1M
|
+321,288
|
+187%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$41.5M
|
-$219M
|
-2,413,074
|
-84%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.9M
|
+$5.01M
|
+55,280
|
+15%
|
|
|
7
|
SimpliFi Inc
San Diego,
California
|
$29.1M
|
-$1.34M
|
-14,784
|
-4%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$29M
|
+$19.8M
|
+218,160
|
+201%
|
|
|
9
|
F3Logic
Burnsville,
Minnesota
|
$28.1M
|
+$1.27M
|
+13,965
|
+5%
|
|
|
10
|
Capital Advantage
Walnut Creek,
California
|
$22.4M
|
-$1.02M
|
-11,298
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$19.8M
|
-$1.46M
|
-16,135
|
-7%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$18.7M
|
+$486K
|
+5,362
|
+3%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$17.1M
|
+$4.03M
|
+44,453
|
+30%
|
|
|
14
|
HMS Capital Management
Nashville,
Tennessee
|
$12.9M
|
+$66.8K
|
+737
|
+0.5%
|
|
|
15
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$12M
|
+$8.32M
|
+91,758
|
+208%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$12M
|
+$6M
|
+66,121
|
+96%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$11.7M
|
-$398K
|
-4,390
|
-3%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.64M
|
+$7.96M
|
+87,811
|
+421%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$7.6M
|
-$27.2M
|
-300,287
|
-78%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6.52M
|
-$2.44M
|
-26,871
|
-27%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$5.69M
|
+$3.93M
|
+43,383
|
+209%
|
|
|
22
|
|
$4.84M
|
+$4.21M
|
+46,430
|
+570%
|
|
|
23
|
Southern Capital Advisors
Jackson,
Tennessee
|
$4.59M
|
+$99.7K
|
+1,099
|
+2%
|
|
|
24
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$4.5M
|
+$717K
|
+7,909
|
+18%
|
|
|
25
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.45M
|
+$26.8K
|
+295
|
+0.6%
|
|
