|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.1B
|
-$44.6M
|
-1,900,304
|
-4%
|
|
|
2
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$85.2M
|
+$23.4M
|
+998,227
|
+37%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$67.8M
|
+$1.25M
|
+53,080
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$51.4M
|
+$4.34M
|
+184,906
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$48.9M
|
+$998K
|
+42,522
|
+2%
|
|
|
6
|
|
$45.6M
|
-$2.39M
|
-101,988
|
-5%
|
|
|
7
|
Bank of New York Mellon
New York
|
$38M
|
+$2.67M
|
+113,692
|
+7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.3M
|
-$21.8M
|
-930,270
|
-37%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$33.5M
|
+$1.02M
|
+43,484
|
+3%
|
|
|
10
|
|
$29.4M
|
+$21.2M
|
+901,777
|
+241%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$26.9M
|
-$9.47M
|
-403,736
|
-26%
|
|
|
12
|
Parcion Private Wealth
Bellevue,
Washington
|
$22.7M
|
+$2.81M
|
+119,852
|
+14%
|
|
|
13
|
|
$22.4M
|
+$10.7M
|
+457,623
|
+89%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.9M
|
-$1.66M
|
-70,544
|
-7%
|
|
|
15
|
Miracle Mile Advisors
Los Angeles,
California
|
$19.1M
|
+$1.69M
|
+72,119
|
+10%
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$18.1M
|
+$635K
|
+27,067
|
+4%
|
|
|
17
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$18.1M
|
+$1.72M
|
+73,329
|
+10%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$17.6M
|
+$1.02M
|
+43,324
|
+6%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$16M
|
+$3.02M
|
+128,871
|
+23%
|
|
|
20
|
Goodman Advisory Group
Needham,
Massachusetts
|
$15.1M
|
-$2.53M
|
-107,775
|
-14%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$13.3M
|
-$1.46M
|
-62,338
|
-10%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.9M
|
-$1.62M
|
-69,166
|
-12%
|
|
|
23
|
|
$11.9M
|
+$11.8M
|
+502,129
|
+3,380%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$10.8M
|
-$700K
|
-29,817
|
-6%
|
|
|
25
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$10.7M
|
+$1.93M
|
+82,306
|
+22%
|
|
