|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.37B
|
+$76.8M
|
+3,297,186
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$575M
|
+$68.4M
|
+2,936,930
|
+14%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$173M
|
+$2.22M
|
+95,239
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$125M
|
+$10.6M
|
+455,430
|
+9%
|
|
|
5
|
|
$105M
|
+$104M
|
+4,466,587
|
New
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$101M
|
-$1.81M
|
-77,806
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$95.2M
|
+$20.2M
|
+868,230
|
+27%
|
|
|
8
|
Bank of New York Mellon
New York
|
$76.5M
|
+$11.9M
|
+513,009
|
+19%
|
|
|
9
|
|
$64.8M
|
+$4.69M
|
+201,230
|
+8%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$55.2M
|
+$12.6M
|
+540,746
|
+30%
|
|
|
11
|
|
$52.5M
|
-$44.1M
|
-1,892,583
|
-46%
|
|
|
12
|
SoFi Wealth
San Francisco,
California
|
$50.8M
|
+$4.09M
|
+175,595
|
+9%
|
|
|
13
|
|
$50.2M
|
+$8.87K
|
+381
|
+0%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$45.8M
|
+$8.82M
|
+378,913
|
+24%
|
|
|
15
|
Arax Advisory Partners
Denver,
Colorado
|
$42.7M
|
+$42.2M
|
+1,812,494
|
+132,106%
|
|
|
16
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$41.4M
|
+$34.9M
|
+1,498,872
|
+575%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.4M
|
-$3.94M
|
-169,227
|
-10%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.7M
|
+$2M
|
+85,818
|
+7%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26M
|
+$1.92M
|
+82,279
|
+8%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$24.2M
|
-$156K
|
-6,716
|
-0.6%
|
|
|
21
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$23.3M
|
+$6.04M
|
+259,240
|
+35%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$21.4M
|
+$5.62M
|
+241,262
|
+36%
|
|
|
23
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$19M
|
+$1.71M
|
+73,495
|
+10%
|
|
|
24
|
Miracle Mile Advisors
Los Angeles,
California
|
$18.5M
|
+$2.21M
|
+94,857
|
+14%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17M
|
+$2.33M
|
+100,034
|
+16%
|
|
