|
1
|
Bank of America
Charlotte,
North Carolina
|
$225M
|
+$62.2M
|
+593,614
|
+38%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$150M
|
+$7.99M
|
+76,288
|
+6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$128M
|
+$23.2M
|
+221,765
|
+22%
|
|
|
4
|
|
$91.7M
|
+$28M
|
+267,063
|
+44%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$65.5M
|
+$82.8K
|
+791
|
+0.1%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$49.7M
|
+$2.79M
|
+26,658
|
+6%
|
|
|
7
|
Bank of New York Mellon
New York
|
$48.4M
|
+$36.5M
|
+348,937
|
+317%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.3M
|
+$23M
|
+219,465
|
+152%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$29.5M
|
+$12M
|
+114,546
|
+69%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$29.1M
|
-$1.06M
|
-10,161
|
-4%
|
|
|
11
|
Avantax Planning Partners
Dubuque,
Iowa
|
$26.6M
|
+$26.2M
|
+249,775
|
+9,908%
|
|
|
12
|
Donoghue Forlines
Boston,
Massachusetts
|
$25.6M
|
+$25.1M
|
+239,881
|
+8,726%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$25.5M
|
-$1.91M
|
-18,256
|
-7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$21.4M
|
+$8.17M
|
+78,047
|
+63%
|
|
|
15
|
TIAA FSB
Jacksonville,
Florida
|
$17M
|
+$9.54M
|
+91,141
|
+130%
|
|
|
16
|
Independence Advisors
Wayne,
Pennsylvania
|
$14.5M
|
-$4.66M
|
-44,545
|
-24%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12.2M
|
+$10M
|
+95,464
|
+470%
|
|
|
18
|
|
$11.2M
|
+$2.74M
|
+26,118
|
+33%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.94M
|
+$8.28M
|
+79,097
|
+1,379%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.34M
|
+$111K
|
+1,063
|
+1%
|
|
|
21
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$8.2M
|
+$8.15M
|
+77,826
|
New
|
|
|
22
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$7.9M
|
+$52.4K
|
+500
|
+0.7%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$7.6M
|
+$6.67M
|
+63,736
|
+759%
|
|
|
24
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$7.57M
|
+$272K
|
+2,596
|
+4%
|
|
|
25
|
Inscription Capital
Houston,
Texas
|
$7.15M
|
+$7.1M
|
+67,832
|
New
|
|
