|
1
|
|
$849M
|
-$58.9M
|
-590,206
|
-7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$757M
|
+$94.6M
|
+948,442
|
+14%
|
|
|
3
|
|
$585M
|
+$243M
|
+2,435,179
|
+72%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$430M
|
+$11.3M
|
+113,338
|
+3%
|
|
|
5
|
HB Wealth Management
Atlanta,
Georgia
|
$220M
|
+$16.6M
|
+166,474
|
+8%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$217M
|
-$1.27M
|
-12,730
|
-0.6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$215M
|
+$29M
|
+290,472
|
+16%
|
|
|
8
|
Allianz Asset Management
Munich,
Germany
|
$195M
|
-$100
|
-1
|
-0%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$140M
|
+$8.82M
|
+88,373
|
+7%
|
|
|
10
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$121M
|
-$23.4M
|
-234,720
|
-16%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$118M
|
-$19.6M
|
-196,287
|
-14%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$97.6M
|
+$42.1M
|
+421,466
|
+76%
|
|
|
13
|
JFG Wealth Management
Denver,
Colorado
|
$84.6M
|
-$18.1M
|
-181,673
|
-18%
|
|
|
14
|
Mason Investment Advisory Services
Reston,
Virginia
|
$69.5M
|
+$6.39M
|
+64,050
|
+10%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68.9M
|
-$1.07M
|
-10,705
|
-2%
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$64.3M
|
-$2.4M
|
-24,011
|
-4%
|
|
|
17
|
|
$59.5M
|
-$27.4M
|
-274,510
|
-32%
|
|
|
18
|
Price Capital Management
Lafayette,
Louisiana
|
$54.6M
|
-$8.13M
|
-81,480
|
-13%
|
|
|
19
|
Advisor OS
Chicago,
Illinois
|
$50.8M
|
+$37.4M
|
+374,286
|
+282%
|
|
|
20
|
Renaissance Technologies
New York
|
$50.6M
|
+$18.2M
|
+182,000
|
+56%
|
|
|
21
|
MJP Associates
Farmington,
Connecticut
|
$49.8M
|
+$48.4M
|
+484,909
|
+3,827%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$47.8M
|
+$15.9M
|
+159,221
|
+50%
|
|
|
23
|
TD Capital Management
Memphis,
Tennessee
|
$44.6M
|
+$3.75M
|
+37,575
|
+9%
|
|
|
24
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$44M
|
+$1.05M
|
+10,529
|
+2%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.8M
|
-$33M
|
-331,147
|
-45%
|
|
