|
1
|
CM Wealth Advisors
Beachwood,
Ohio
|
$40.6B
|
+$5.94B
|
+32,712,435
|
+12,746%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$831M
|
-$20.2M
|
-111,079
|
-2%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$620M
|
-$20.3M
|
-112,021
|
-3%
|
|
|
4
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$291M
|
+$13.6M
|
+74,884
|
+4%
|
|
|
5
|
|
$290M
|
+$197M
|
+1,085,158
|
+155%
|
|
|
6
|
|
$184M
|
-$3.09M
|
-17,042
|
-1%
|
|
|
7
|
IEQ Capital
Foster City,
California
|
$156M
|
+$5.74M
|
+31,619
|
+3%
|
|
|
8
|
|
$155M
|
+$19.6M
|
+107,755
|
+13%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$110M
|
+$5.88M
|
+32,408
|
+5%
|
|
|
10
|
Cresset Asset Management
Chicago,
Illinois
|
$106M
|
+$1.02M
|
+5,613
|
+0.9%
|
|
|
11
|
Evoke Wealth
Los Angeles,
California
|
$79M
|
-$423K
|
-2,331
|
-0.5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$76.4M
|
+$4.24M
|
+23,384
|
+5%
|
|
|
13
|
Relative Value Partners Group
|
$73M
|
-$3.12M
|
-17,180
|
-4%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$67.7M
|
-$799K
|
-4,403
|
-1%
|
|
|
15
|
55I LLC
Boston,
Massachusetts
|
$65.5M
|
-$5.96M
|
-32,821
|
-8%
|
|
|
16
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$64.4M
|
+$4.22M
|
+23,257
|
+6%
|
|
|
17
|
Oakworth Capital
Birmingham,
Alabama
|
$58.8M
|
+$237K
|
+1,306
|
+0.4%
|
|
|
18
|
|
$49.6M
|
+$5.75M
|
+31,694
|
+12%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$43.2M
|
-$864K
|
-4,762
|
-2%
|
|
|
20
|
First Pacific Financial
Vancouver,
Washington
|
$34.4M
|
-$972K
|
-5,353
|
-2%
|
|
|
21
|
SignatureFD
Atlanta,
Georgia
|
$34.3M
|
-$606K
|
-3,341
|
-2%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.7M
|
+$3.32M
|
+18,288
|
+12%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$27.1M
|
-$385K
|
-2,122
|
-1%
|
|
|
24
|
Fisher Asset Management
Camas,
Washington
|
$26.9M
|
+$28.4M
|
+156,733
|
+1,816%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.6M
|
+$5.32M
|
+29,303
|
+23%
|
|
