|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.04B
|
+$38.9M
|
+1,622,309
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$71.1M
|
-$1.41M
|
-58,735
|
-2%
|
|
|
3
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$61M
|
+$3.72M
|
+155,198
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.3M
|
+$1.74M
|
+72,708
|
+4%
|
|
|
5
|
|
$44.5M
|
-$5.54M
|
-231,105
|
-11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$43.7M
|
-$1.08M
|
-45,103
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$41.9M
|
+$969K
|
+40,459
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$38.1M
|
+$2.32M
|
+96,728
|
+7%
|
|
|
9
|
Bank of New York Mellon
New York
|
$33M
|
+$3.87M
|
+161,689
|
+13%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$31.7M
|
+$174K
|
+7,250
|
+0.6%
|
|
|
11
|
Ocean Park Asset Management
Santa Monica,
California
|
$29.5M
|
-$1.19M
|
-49,600
|
-4%
|
|
|
12
|
Parcion Private Wealth
Bellevue,
Washington
|
$19.9M
|
+$3.7M
|
+154,400
|
+23%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.3M
|
+$372K
|
+15,518
|
+2%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$18.6M
|
+$1.24M
|
+51,825
|
+7%
|
|
|
15
|
1900 Wealth Management
San Antonio,
Texas
|
$17.9M
|
-$242K
|
-10,096
|
-1%
|
|
|
16
|
Miracle Mile Advisors
Los Angeles,
California
|
$17.5M
|
+$2.06M
|
+86,128
|
+13%
|
|
|
17
|
Goodman Advisory Group
Needham,
Massachusetts
|
$17.5M
|
+$93.9K
|
+3,920
|
+0.5%
|
|
|
18
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$15.5M
|
-$22.8M
|
-949,944
|
-60%
|
|
|
19
|
CX Institutional
Auburn,
Indiana
|
$15.1M
|
+$396K
|
+16,520
|
+3%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$14.6M
|
+$614K
|
+25,620
|
+4%
|
|
|
21
|
Renaissance Technologies
New York
|
$14M
|
+$6.45M
|
+269,264
|
+87%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13M
|
-$8.65K
|
-361
|
-0.1%
|
|
|
23
|
|
$12.2M
|
+$1.04M
|
+43,206
|
+9%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$12.1M
|
-$753K
|
-31,440
|
-6%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$11.8M
|
+$66.6K
|
+2,782
|
+0.6%
|
|
