|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.17B
|
+$158M
|
+6,601,302
|
+15%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$68.3M
|
-$1.29M
|
-53,858
|
-2%
|
|
|
3
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$63.8M
|
+$4.21M
|
+176,308
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.2M
|
+$10.2M
|
+426,173
|
+20%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$49.2M
|
+$6.5M
|
+272,109
|
+15%
|
|
|
6
|
|
$49.2M
|
+$5.67M
|
+237,407
|
+13%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$48.3M
|
+$11.2M
|
+467,610
|
+30%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$37.3M
|
-$3.83M
|
-160,457
|
-9%
|
|
|
9
|
Bank of New York Mellon
New York
|
$36.3M
|
+$4.05M
|
+169,495
|
+12%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$33.3M
|
+$2.28M
|
+95,407
|
+7%
|
|
|
11
|
Ocean Park Asset Management
Santa Monica,
California
|
$28M
|
-$875K
|
-36,600
|
-3%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23.1M
|
+$4.21M
|
+176,263
|
+22%
|
|
|
13
|
Parcion Private Wealth
Bellevue,
Washington
|
$20.4M
|
+$982K
|
+41,113
|
+5%
|
|
|
14
|
Goodman Advisory Group
Needham,
Massachusetts
|
$18M
|
+$957K
|
+40,052
|
+6%
|
|
|
15
|
CX Institutional
Auburn,
Indiana
|
$18M
|
+$3.23M
|
+135,024
|
+22%
|
|
|
16
|
Miracle Mile Advisors
Los Angeles,
California
|
$17.8M
|
+$731K
|
+30,596
|
+4%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$17M
|
-$1.13M
|
-47,468
|
-6%
|
|
|
18
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$16.8M
|
+$17M
|
+712,036
|
New
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$16.7M
|
+$5.5M
|
+230,196
|
+48%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$15.2M
|
+$15.3M
|
+641,717
|
New
|
|
|
21
|
1900 Wealth Management
San Antonio,
Texas
|
$14.7M
|
-$2.84M
|
-118,657
|
-16%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.1M
|
+$1.44M
|
+60,192
|
+11%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.9M
|
+$3.37M
|
+141,166
|
+32%
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$13.3M
|
-$987K
|
-41,321
|
-7%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$13.1M
|
+$12.6M
|
+525,851
|
+1,938%
|
|
