|
1
|
|
$2.39B
|
-$60M
|
-596,666
|
-2%
|
|
|
2
|
|
$778M
|
-$10.3M
|
-102,353
|
-1%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$721M
|
+$49M
|
+487,294
|
+7%
|
|
|
4
|
Koshinski Asset Management
Decatur,
Illinois
|
$424M
|
+$58.4K
|
+581
|
+16%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$354M
|
-$77.7M
|
-772,962
|
-18%
|
|
|
6
|
HB Wealth Management
Atlanta,
Georgia
|
$349M
|
+$29M
|
+288,275
|
+9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$300M
|
+$65M
|
+647,184
|
+28%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$193M
|
+$15.7M
|
+155,934
|
+9%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$163M
|
-$9.05M
|
-90,021
|
-5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$115M
|
-$1.97M
|
-19,577
|
-2%
|
|
|
11
|
Renaissance Technologies
New York
|
$91.8M
|
+$8.51M
|
+84,700
|
+10%
|
|
|
12
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$87.8M
|
+$19.8M
|
+196,777
|
+29%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$83.1M
|
+$44.2M
|
+439,707
|
+113%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$68.3M
|
-$1.19M
|
-11,841
|
-2%
|
|
|
15
|
Family Management
New York
|
$63.9M
|
+$4M
|
+39,823
|
+7%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63.6M
|
-$361K
|
-3,595
|
-0.6%
|
|
|
17
|
JFG Wealth Management
Denver,
Colorado
|
$62M
|
+$28.4M
|
+282,168
|
+84%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$61.8M
|
-$39.2M
|
-389,589
|
-39%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$60.9M
|
+$15.2M
|
+151,246
|
+33%
|
|
|
20
|
Mason Investment Advisory Services
Reston,
Virginia
|
$58M
|
-$6.05M
|
-60,232
|
-9%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.1M
|
-$13.8M
|
-137,773
|
-20%
|
|
|
22
|
Essential Planning
Portsmouth,
New Hampshire
|
$55.5M
|
+$54.7M
|
+543,936
|
+6,321%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$53.7M
|
-$2.7M
|
-26,844
|
-5%
|
|
|
24
|
Krilogy Financial
St. Louis,
Missouri
|
$53.7M
|
+$16.1M
|
+160,501
|
+43%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$51.3M
|
-$14.1K
|
-140
|
-0%
|
|
