|
1
|
Bank of America
Charlotte,
North Carolina
|
$963M
|
+$78.7M
|
+1,634,763
|
+9%
|
|
|
2
|
|
$246M
|
+$3.78M
|
+78,600
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$207M
|
+$12.9M
|
+269,009
|
+7%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$137M
|
+$6.96M
|
+144,526
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$136M
|
-$100M
|
-2,083,683
|
-42%
|
|
|
6
|
|
$103M
|
+$342K
|
+7,097
|
+0.3%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$96.2M
|
-$3.35M
|
-69,516
|
-3%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$88M
|
-$17.7M
|
-367,142
|
-17%
|
|
|
9
|
|
$79.3M
|
+$10.9M
|
+226,320
|
+16%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$78.9M
|
+$4.34M
|
+90,144
|
+6%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$75.5M
|
-$3.07M
|
-63,734
|
-4%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$50M
|
-$31.4M
|
-652,852
|
-39%
|
|
|
13
|
Karpus Investment Management
Pittsford,
New York
|
$43.2M
|
-$1.04M
|
-21,593
|
-2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$38.3M
|
+$2.1M
|
+43,625
|
+6%
|
|
|
15
|
Financial Engines Advisors
Santa Clara,
California
|
$32.5M
|
+$628K
|
+13,047
|
+2%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$31.6M
|
-$157K
|
-3,265
|
-0.5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.1M
|
-$2.18M
|
-45,320
|
-7%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$19.9M
|
-$1.77M
|
-36,804
|
-8%
|
|
|
19
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$19.9M
|
+$707K
|
+14,688
|
+4%
|
|
|
20
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$18.2M
|
+$5.32M
|
+110,620
|
+42%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$17.5M
|
+$265K
|
+5,513
|
+2%
|
|
|
22
|
|
$16.3M
|
-$662K
|
-13,749
|
-4%
|
|
|
23
|
|
$15.7M
|
-$6.51M
|
-135,354
|
-29%
|
|
|
24
|
Cercano Management
Bellevue,
Washington
|
$15.2M
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.9M
|
+$2.6M
|
+54,075
|
+21%
|
|
