|
1
|
Bank of America
Charlotte,
North Carolina
|
$947M
|
+$30.7M
|
+1,284,150
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$75.3M
|
+$10.1M
|
+420,037
|
+15%
|
|
|
3
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$52.4M
|
+$52.7M
|
+2,200,512
|
New
|
|
|
4
|
|
$48.3M
|
+$1.12M
|
+46,584
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$41.8M
|
+$1.6M
|
+66,975
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.7M
|
+$1.77M
|
+73,752
|
+5%
|
|
|
7
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$37.9M
|
+$3.26M
|
+136,114
|
+9%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$36.9M
|
+$5.29M
|
+220,822
|
+17%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$35.6M
|
+$4.07M
|
+170,035
|
+13%
|
|
|
10
|
Ocean Park Asset Management
Santa Monica,
California
|
$30.3M
|
–
|
–
|
–
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$30.2M
|
+$735K
|
+30,679
|
+2%
|
|
|
12
|
Bank of New York Mellon
New York
|
$24.1M
|
+$3.28M
|
+136,900
|
+16%
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
$20.9M
|
+$2.95M
|
+123,273
|
+16%
|
|
|
14
|
1900 Wealth Management
San Antonio,
Texas
|
$20.3M
|
+$1.45M
|
+60,545
|
+8%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.5M
|
-$11.4M
|
-476,451
|
-38%
|
|
|
16
|
Goodman Advisory Group
Needham,
Massachusetts
|
$18.1M
|
-$5.42M
|
-226,386
|
-23%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$17.2M
|
-$154K
|
-6,411
|
-0.9%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.6M
|
-$5.41M
|
-226,132
|
-27%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$13.9M
|
+$11.9M
|
+497,124
|
+570%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$12.4M
|
+$1.75M
|
+72,926
|
+16%
|
|
|
21
|
|
$11.9M
|
+$11.9M
|
+498,043
|
New
|
|
|
22
|
Parcion Private Wealth
Bellevue,
Washington
|
$11.6M
|
+$3.77M
|
+157,243
|
+47%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.5M
|
+$6.33M
|
+264,322
|
+122%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$11.4M
|
-$444K
|
-18,547
|
-4%
|
|
|
25
|
Miracle Mile Advisors
Los Angeles,
California
|
$10.8M
|
+$3.9M
|
+162,772
|
+56%
|
|
