|
1
|
Bank of America
Charlotte,
North Carolina
|
$779M
|
+$14.2M
|
+296,758
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$283M
|
-$8.28M
|
-173,390
|
-3%
|
|
|
3
|
|
$271M
|
+$2.31M
|
+48,323
|
+0.9%
|
|
|
4
|
|
$233M
|
-$44.5M
|
-933,183
|
-16%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$228M
|
-$178M
|
-3,718,713
|
-44%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$133M
|
-$4.58M
|
-95,977
|
-3%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$122M
|
+$205K
|
+4,299
|
+0.2%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$115M
|
+$516K
|
+10,811
|
+0.5%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$77.6M
|
-$300K
|
-6,288
|
-0.4%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$76.9M
|
+$4.46M
|
+93,386
|
+6%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$74.7M
|
-$4.66M
|
-97,510
|
-6%
|
|
|
12
|
|
$52.9M
|
+$4.47M
|
+93,724
|
+9%
|
|
|
13
|
|
$43.5M
|
-$21.3M
|
-446,556
|
-33%
|
|
|
14
|
Financial Engines Advisors
Santa Clara,
California
|
$34.8M
|
-$1.72M
|
-36,008
|
-5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$33.4M
|
+$1.26M
|
+26,365
|
+4%
|
|
|
16
|
HTLF Bank
Denver,
Colorado
|
$30.8M
|
+$6.5M
|
+136,215
|
+27%
|
|
|
17
|
|
$26.4M
|
-$1.62M
|
-34,025
|
-6%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$25.6M
|
-$5.8M
|
-121,444
|
-19%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$24.6M
|
-$1.52M
|
-31,794
|
-6%
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$23.9M
|
+$1.09M
|
+22,886
|
+5%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.1M
|
-$415K
|
-8,683
|
-2%
|
|
|
22
|
Renaissance Technologies
New York
|
$20.2M
|
+$9.99M
|
+209,165
|
+99%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$17.7M
|
-$2.05M
|
-42,865
|
-10%
|
|
|
24
|
Karpus Investment Management
Pittsford,
New York
|
$16.7M
|
+$9.28M
|
+194,447
|
+128%
|
|
|
25
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$15.6M
|
+$2.1M
|
+44,074
|
+16%
|
|
