|
1
|
Bank of America
Charlotte,
North Carolina
|
$434M
|
+$36.1M
|
+735,192
|
+9%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$303M
|
+$23.3M
|
+473,108
|
+8%
|
|
|
3
|
|
$229M
|
-$126M
|
-2,559,983
|
-36%
|
|
|
4
|
|
$195M
|
+$125M
|
+2,533,051
|
+177%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$113M
|
-$30M
|
-611,144
|
-21%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$107M
|
-$2.52M
|
-51,323
|
-2%
|
|
|
7
|
Bramshill Investments
Naples,
Florida
|
$94.6M
|
-$3.31M
|
-67,395
|
-3%
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$93.6M
|
+$93.4M
|
+1,899,309
|
New
|
|
|
9
|
TAP Consulting
Kirkwood,
Missouri
|
$87.3M
|
-$14.2M
|
-288,811
|
-14%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$82.4M
|
-$25.1M
|
-510,836
|
-23%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$73.4M
|
+$2.19M
|
+44,490
|
+3%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$71.1M
|
-$9.78M
|
-198,845
|
-12%
|
|
|
13
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$65.3M
|
-$3.61M
|
-73,417
|
-5%
|
|
|
14
|
Planning Alternatives
Birmingham,
Michigan
|
$59.2M
|
+$59M
|
+1,200,605
|
New
|
|
|
15
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$57.6M
|
-$694K
|
-14,106
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.8M
|
+$5.13M
|
+104,375
|
+13%
|
|
|
17
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$45.4M
|
+$45.3M
|
+922,316
|
New
|
|
|
18
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$39.9M
|
–
|
–
|
–
|
|
|
19
|
Donaldson Capital Management
Evansville,
Indiana
|
$37M
|
-$787K
|
-16,013
|
-2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.7M
|
-$10.6M
|
-215,515
|
-23%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.6M
|
-$119K
|
-2,418
|
-0.4%
|
|
|
22
|
Brookstone Capital Management
Wheaton,
Illinois
|
$28.2M
|
-$2.42M
|
-49,265
|
-8%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.6M
|
+$3.19M
|
+64,909
|
+14%
|
|
|
24
|
Securian Asset Management
St Paul,
Minnesota
|
$26.6M
|
-$118K
|
-2,390
|
-0.4%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$25.1M
|
+$25.1M
|
+510,336
|
New
|
|
