|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.04B
|
+$21.1M
|
+441,223
|
+2%
|
|
|
2
|
|
$259M
|
+$11.9M
|
+249,388
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$168M
|
-$2.42M
|
-50,470
|
-1%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$151M
|
+$3.98M
|
+83,132
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$115M
|
+$23.7M
|
+494,596
|
+26%
|
|
|
6
|
|
$110M
|
+$6.63M
|
+138,507
|
+6%
|
|
|
7
|
|
$94.5M
|
-$16M
|
-333,425
|
-14%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$79.1M
|
-$3.99M
|
-83,323
|
-5%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$67.9M
|
-$6.23M
|
-130,250
|
-8%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$65.1M
|
-$2.98M
|
-62,304
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$56.1M
|
+$13.5M
|
+281,560
|
+32%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$53.8M
|
+$417K
|
+8,717
|
+0.8%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$35.9M
|
+$234K
|
+4,896
|
+0.7%
|
|
|
14
|
Financial Engines Advisors
Santa Clara,
California
|
$32.5M
|
+$445K
|
+9,295
|
+1%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.1M
|
+$1.14M
|
+23,889
|
+4%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$28.5M
|
-$340K
|
-7,106
|
-1%
|
|
|
17
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$24.3M
|
+$2.18M
|
+45,645
|
+10%
|
|
|
18
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$23.6M
|
+$1.2M
|
+25,078
|
+5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$23.3M
|
-$193K
|
-4,034
|
-0.8%
|
|
|
20
|
|
$17.3M
|
+$3.79M
|
+79,131
|
+28%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$15.7M
|
-$2.66M
|
-55,620
|
-15%
|
|
|
22
|
|
$14M
|
-$730K
|
-15,254
|
-5%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$13.4M
|
+$123K
|
+2,562
|
+0.9%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$12.9M
|
+$698K
|
+14,588
|
+6%
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$11M
|
-$399K
|
-8,328
|
-4%
|
|
