|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.02B
|
+$38.3M
|
+795,560
|
+4%
|
|
|
2
|
|
$247M
|
-$8.6M
|
-178,382
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$170M
|
-$26.2M
|
-544,623
|
-13%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$146M
|
+$5.36M
|
+111,164
|
+4%
|
|
|
5
|
|
$110M
|
+$8.14M
|
+168,822
|
+8%
|
|
|
6
|
|
$103M
|
+$17.9M
|
+371,639
|
+21%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$90.6M
|
+$43.1M
|
+894,895
|
+90%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$82.8M
|
+$7.15M
|
+148,431
|
+9%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$73.9M
|
-$8.08M
|
-167,740
|
-10%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$67.9M
|
-$19.2M
|
-398,330
|
-22%
|
|
|
11
|
CX Institutional
Auburn,
Indiana
|
$53.2M
|
+$2.64M
|
+54,790
|
+5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$42.5M
|
+$2.11M
|
+43,855
|
+5%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$35.6M
|
-$46.8M
|
-971,811
|
-57%
|
|
|
14
|
Financial Engines Advisors
Santa Clara,
California
|
$32M
|
+$162K
|
+3,359
|
+0.5%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.9M
|
+$626K
|
+12,995
|
+2%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$28.7M
|
-$813K
|
-16,870
|
-3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$23.4M
|
+$9.81M
|
+203,672
|
+71%
|
|
|
18
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$22.3M
|
+$2.95M
|
+61,317
|
+15%
|
|
|
19
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$22.1M
|
+$2.16M
|
+44,812
|
+11%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$18.3M
|
-$5.72M
|
-118,755
|
-24%
|
|
|
21
|
|
$14.7M
|
-$908K
|
-18,841
|
-6%
|
|
|
22
|
|
$13.5M
|
-$595K
|
-12,341
|
-4%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$13.3M
|
+$2.04M
|
+42,354
|
+18%
|
|
|
24
|
|
$13.2M
|
+$11.1M
|
+231,049
|
+512%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$12.2M
|
+$143K
|
+2,959
|
+1%
|
|
