|
1
|
|
$505M
|
-$24.3M
|
-533,910
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$404M
|
+$13.2M
|
+290,754
|
+3%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$266M
|
+$11M
|
+241,861
|
+4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$134M
|
+$11.5M
|
+252,255
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$116M
|
+$718K
|
+15,761
|
+0.6%
|
|
|
6
|
|
$112M
|
-$31.6M
|
-693,561
|
-22%
|
|
|
7
|
Fisher Asset Management
Camas,
Washington
|
$106M
|
-$5.85M
|
-128,426
|
-5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$81.7M
|
+$7.18M
|
+157,647
|
+10%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$70.5M
|
-$5.37M
|
-117,908
|
-7%
|
|
|
10
|
Arax Advisory Partners
Denver,
Colorado
|
$61.8M
|
+$15.2M
|
+334,008
|
+33%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$53.7M
|
+$3.98M
|
+87,393
|
+8%
|
|
|
12
|
|
$51M
|
+$21.8M
|
+479,864
|
+76%
|
|
|
13
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$47.1M
|
+$3.83M
|
+84,200
|
+9%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$46M
|
+$11.6M
|
+254,995
|
+34%
|
|
|
15
|
|
$44.6M
|
+$2.25M
|
+49,439
|
+5%
|
|
|
16
|
Financial Engines Advisors
Santa Clara,
California
|
$35.1M
|
+$657K
|
+14,434
|
+2%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$31.2M
|
-$1.03M
|
-22,687
|
-3%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$27M
|
+$873K
|
+19,180
|
+3%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$23.6M
|
+$3.99M
|
+87,707
|
+21%
|
|
|
20
|
Park Avenue Securities
New York
|
$22.9M
|
+$22.7M
|
+499,621
|
New
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$22.3M
|
-$66.6K
|
-1,462
|
-0.3%
|
|
|
22
|
Foster Group
West Des Moines,
Iowa
|
$21.4M
|
-$372K
|
-8,174
|
-2%
|
|
|
23
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$20.6M
|
+$424K
|
+9,308
|
+2%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$18.9M
|
–
|
–
|
–
|
|
|
25
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$18.1M
|
+$1.76M
|
+38,714
|
+11%
|
|
