|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.22B
|
+$145M
|
+6,457,454
|
+14%
|
|
|
2
|
Wellington Management Group
Boston,
Massachusetts
|
$117M
|
+$114M
|
+5,075,800
|
New
|
|
|
3
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$95.8M
|
+$5.64M
|
+251,534
|
+6%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$71.3M
|
+$68.8M
|
+3,071,002
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$63.8M
|
+$18.5M
|
+827,731
|
+43%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$61M
|
+$4.98M
|
+222,171
|
+9%
|
|
|
7
|
Bank of New York Mellon
New York
|
$52.4M
|
+$10.7M
|
+478,525
|
+27%
|
|
|
8
|
|
$51.8M
|
+$7.55M
|
+337,198
|
+18%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$43.8M
|
+$13.6M
|
+605,896
|
+47%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.3M
|
+$3.27M
|
+145,907
|
+10%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$31M
|
-$9.68M
|
-432,086
|
-24%
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$29.2M
|
+$8.74M
|
+390,007
|
+45%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$20.3M
|
+$1.88M
|
+83,780
|
+11%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$20.1M
|
-$574K
|
-25,635
|
-3%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.6M
|
+$4.32M
|
+192,670
|
+37%
|
|
|
16
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$15.6M
|
+$3.97M
|
+177,326
|
+35%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$14.1M
|
-$1.2M
|
-53,748
|
-8%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$13M
|
-$440K
|
-19,617
|
-3%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$12.2M
|
-$4.74M
|
-211,457
|
-29%
|
|
|
20
|
|
$11.9M
|
-$11.2M
|
-500,279
|
-49%
|
|
|
21
|
|
$11.6M
|
-$117K
|
-5,222
|
-1%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.2M
|
+$10M
|
+447,462
|
+1,140%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$10.5M
|
+$331K
|
+14,760
|
+3%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$10.2M
|
+$6.95M
|
+310,228
|
+234%
|
|
|
25
|
SoFi Wealth
San Francisco,
California
|
$10.1M
|
+$9.82M
|
+438,287
|
New
|
|
