|
1
|
Charles Schwab
San Francisco,
California
|
$1.41B
|
+$404M
|
+12,460,328
|
+40%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.06B
|
+$102M
|
+3,136,076
|
+11%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$287M
|
+$22.3M
|
+688,151
|
+8%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$233M
|
-$1.69M
|
-52,282
|
-0.7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$193M
|
-$84.2M
|
-2,598,000
|
-31%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$159M
|
+$2.94M
|
+90,702
|
+2%
|
|
|
7
|
|
$140M
|
+$48.1M
|
+1,485,750
|
+53%
|
|
|
8
|
Point72 Asset Management
Stamford,
Connecticut
|
$122M
|
-$2.35M
|
-72,400
|
-2%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$108M
|
+$7.06M
|
+217,982
|
+7%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$107M
|
+$7.63M
|
+235,671
|
+8%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$95.5M
|
+$5.1M
|
+157,545
|
+6%
|
|
|
12
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$91.7M
|
+$7.82M
|
+241,412
|
+9%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$81.6M
|
+$3.42M
|
+105,617
|
+4%
|
|
|
14
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$66.9M
|
-$31.9M
|
-984,234
|
-32%
|
|
|
15
|
Eastern Bank
Boston,
Massachusetts
|
$65.3M
|
+$726K
|
+22,411
|
+1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64.5M
|
-$17.6M
|
-544,327
|
-22%
|
|
|
17
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$62.4M
|
-$1.38M
|
-42,689
|
-2%
|
|
|
18
|
True Link Financial Advisors
San Francisco,
California
|
$54.3M
|
+$2.37M
|
+73,049
|
+5%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$49.4M
|
+$1.73M
|
+53,522
|
+4%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$47.6M
|
-$6.4M
|
-197,531
|
-12%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46.7M
|
-$193K
|
-5,945
|
-0.4%
|
|
|
22
|
Zurich Insurance Group
Zurich,
Switzerland
|
$45.7M
|
–
|
–
|
–
|
|
|
23
|
Dodds Wealth
Greenwood Village,
Colorado
|
$42.6M
|
+$1.19M
|
+36,623
|
+3%
|
|
|
24
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$41.8M
|
+$2.51M
|
+77,619
|
+6%
|
|
|
25
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$40.1M
|
+$442K
|
+13,651
|
+1%
|
|
