|
1
|
Bank of America
Charlotte,
North Carolina
|
$983M
|
+$41M
|
+1,736,800
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$71.1M
|
-$3.7M
|
-156,760
|
-5%
|
|
|
3
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$56.1M
|
+$4.01M
|
+169,804
|
+8%
|
|
|
4
|
|
$49.1M
|
+$1.13M
|
+47,879
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.5M
|
+$8.05M
|
+340,574
|
+20%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$43.9M
|
+$2.34M
|
+98,966
|
+6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$40.1M
|
+$3.35M
|
+141,836
|
+9%
|
|
|
8
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$37.7M
|
+$58K
|
+2,456
|
+0.2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$35.1M
|
-$312K
|
-13,193
|
-0.9%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$30.9M
|
+$967K
|
+40,922
|
+3%
|
|
|
11
|
Ocean Park Asset Management
Santa Monica,
California
|
$30.1M
|
–
|
–
|
–
|
|
|
12
|
Bank of New York Mellon
New York
|
$28.6M
|
+$4.61M
|
+195,202
|
+19%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.6M
|
+$260K
|
+10,985
|
+1%
|
|
|
14
|
1900 Wealth Management
San Antonio,
Texas
|
$17.8M
|
-$2.39M
|
-101,056
|
-12%
|
|
|
15
|
Goodman Advisory Group
Needham,
Massachusetts
|
$17M
|
-$965K
|
-40,843
|
-5%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$17M
|
-$77.7K
|
-3,289
|
-0.5%
|
|
|
17
|
Parcion Private Wealth
Bellevue,
Washington
|
$15.9M
|
+$4.28M
|
+181,195
|
+37%
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$15.1M
|
+$4.33M
|
+183,261
|
+40%
|
|
|
19
|
CX Institutional
Auburn,
Indiana
|
$14.4M
|
-$6.32M
|
-267,708
|
-31%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$13.7M
|
-$97.4K
|
-4,124
|
-0.7%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.7M
|
+$1.35M
|
+57,259
|
+12%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$12.6M
|
+$260K
|
+11,007
|
+2%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$11.6M
|
+$164K
|
+6,938
|
+1%
|
|
|
24
|
|
$11M
|
+$3.77M
|
+159,402
|
+52%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.5M
|
-$4.04M
|
-170,819
|
-28%
|
|
