|
1
|
Bank of America
Charlotte,
North Carolina
|
$877M
|
-$7.86M
|
-165,718
|
-0.9%
|
|
|
2
|
|
$240M
|
-$3.03M
|
-63,800
|
-1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$235M
|
-$13.5M
|
-285,236
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$192M
|
-$8.45M
|
-178,173
|
-4%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$129M
|
+$3.95M
|
+83,304
|
+3%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$105M
|
-$12.8M
|
-269,186
|
-11%
|
|
|
7
|
|
$102M
|
-$2.36M
|
-49,746
|
-2%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$98.7M
|
-$17.4M
|
-366,824
|
-15%
|
|
|
9
|
CX Institutional
Auburn,
Indiana
|
$80.9M
|
+$69.2M
|
+1,458,661
|
+629%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$77.9M
|
+$404K
|
+8,521
|
+0.5%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$73.9M
|
+$1.72M
|
+36,204
|
+2%
|
|
|
12
|
|
$67.8M
|
-$41.4K
|
-872
|
-0.1%
|
|
|
13
|
Karpus Investment Management
Pittsford,
New York
|
$43.9M
|
+$9.36M
|
+197,281
|
+27%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$35.9M
|
+$1.01M
|
+21,286
|
+3%
|
|
|
15
|
Financial Engines Advisors
Santa Clara,
California
|
$31.6M
|
-$86.5K
|
-1,824
|
-0.3%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$31.5M
|
+$3.24M
|
+68,293
|
+12%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31M
|
-$3.01M
|
-63,547
|
-9%
|
|
|
18
|
|
$22.1M
|
-$6.17M
|
-130,054
|
-22%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$21.5M
|
-$3.62M
|
-76,279
|
-15%
|
|
|
20
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$19M
|
+$453K
|
+9,549
|
+2%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$17.1M
|
+$14.2M
|
+299,043
|
+506%
|
|
|
22
|
|
$16.8M
|
-$7.16M
|
-150,881
|
-30%
|
|
|
23
|
Cercano Management
Bellevue,
Washington
|
$15M
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$13.9M
|
-$6.63M
|
-139,865
|
-32%
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$13M
|
-$877K
|
-18,492
|
-6%
|
|
