|
1
|
Bank of America
Charlotte,
North Carolina
|
$909M
|
+$143M
|
+3,004,281
|
+19%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$278M
|
-$653K
|
-13,670
|
-0.2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$228M
|
+$3.7M
|
+77,436
|
+2%
|
|
|
4
|
|
$226M
|
-$4.04M
|
-84,687
|
-2%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$123M
|
-$7.73M
|
-161,974
|
-6%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$119M
|
+$6.3M
|
+131,912
|
+6%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$116M
|
-$3.36M
|
-70,402
|
-3%
|
|
|
8
|
|
$110M
|
-$158M
|
-3,311,807
|
-59%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$84.5M
|
+$8.16M
|
+171,020
|
+11%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$81.3M
|
+$5.62M
|
+117,775
|
+7%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$75.1M
|
+$1.56M
|
+32,709
|
+2%
|
|
|
12
|
|
$63.1M
|
+$11.1M
|
+232,582
|
+21%
|
|
|
13
|
|
$36.8M
|
+$32.9M
|
+689,198
|
+781%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$35M
|
+$2.11M
|
+44,294
|
+6%
|
|
|
15
|
Financial Engines Advisors
Santa Clara,
California
|
$32.3M
|
-$1.93M
|
-40,363
|
-6%
|
|
|
16
|
HTLF Bank
Denver,
Colorado
|
$30.4M
|
+$103K
|
+2,160
|
+0.3%
|
|
|
17
|
|
$28.9M
|
+$2.96M
|
+61,915
|
+11%
|
|
|
18
|
|
$27.4M
|
-$15.5M
|
-325,520
|
-36%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27.2M
|
+$5.52M
|
+115,602
|
+25%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$26.7M
|
+$1.43M
|
+30,023
|
+6%
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$26.6M
|
+$3.11M
|
+65,244
|
+13%
|
|
|
22
|
Karpus Investment Management
Pittsford,
New York
|
$26.2M
|
+$9.83M
|
+205,845
|
+59%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$24.4M
|
+$168K
|
+3,529
|
+0.7%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$16.7M
|
-$703K
|
-14,724
|
-4%
|
|
|
25
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$16.7M
|
+$1.32M
|
+27,750
|
+9%
|
|
