|
1
|
Bank of America
Charlotte,
North Carolina
|
$881M
|
-$32.2M
|
-675,641
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$247M
|
-$32.2M
|
-675,655
|
-12%
|
|
|
3
|
|
$242M
|
+$15.1M
|
+317,230
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$200M
|
-$29.6M
|
-621,674
|
-13%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$124M
|
+$4.77M
|
+100,116
|
+4%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$117M
|
-$6.48M
|
-136,068
|
-5%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$116M
|
-$1.13M
|
-23,799
|
-1%
|
|
|
8
|
|
$104M
|
-$5.84M
|
-122,669
|
-5%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$77.1M
|
-$7.76M
|
-162,974
|
-9%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$71.8M
|
-$9.87M
|
-207,259
|
-12%
|
|
|
11
|
|
$67.6M
|
+$4.14M
|
+86,859
|
+7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$34.7M
|
-$434K
|
-9,106
|
-1%
|
|
|
13
|
Karpus Investment Management
Pittsford,
New York
|
$34.3M
|
+$8.02M
|
+168,456
|
+30%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.9M
|
-$41.5M
|
-871,722
|
-55%
|
|
|
15
|
Financial Engines Advisors
Santa Clara,
California
|
$31.5M
|
-$971K
|
-20,390
|
-3%
|
|
|
16
|
|
$28.2M
|
-$862K
|
-18,091
|
-3%
|
|
|
17
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$28.1M
|
+$1.3M
|
+27,391
|
+5%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$25M
|
-$1.77M
|
-37,182
|
-7%
|
|
|
19
|
|
$23.9M
|
-$3.57M
|
-75,037
|
-13%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.8M
|
-$4.54M
|
-95,224
|
-17%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$20.5M
|
-$3.98M
|
-83,528
|
-16%
|
|
|
22
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$18.4M
|
+$1.7M
|
+35,777
|
+10%
|
|
|
23
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$16.7M
|
+$2.21M
|
+46,374
|
+15%
|
|
|
24
|
|
$15.5M
|
-$21.5M
|
-451,774
|
-58%
|
|
|
25
|
Cercano Management
Bellevue,
Washington
|
$15M
|
+$15M
|
+314,202
|
New
|
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