|
1
|
|
$1.13B
|
+$560M
|
+12,476,648
|
+108%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$754M
|
+$255M
|
+5,684,352
|
+55%
|
|
|
3
|
|
$339M
|
+$92.7M
|
+2,067,348
|
+40%
|
|
|
4
|
Fisher Asset Management
Camas,
Washington
|
$192M
|
-$3.89M
|
-86,769
|
-2%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$191M
|
+$3.1M
|
+69,172
|
+2%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$148M
|
-$3.21M
|
-71,561
|
-2%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$56.5M
|
+$44.2M
|
+985,595
|
+460%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.3M
|
+$5.41M
|
+120,588
|
+11%
|
|
|
9
|
Bailard
Foster City,
California
|
$55.1M
|
+$17.5M
|
+390,390
|
+50%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$54.6M
|
-$1.99M
|
-44,355
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$41.5M
|
-$493K
|
-10,995
|
-1%
|
|
|
12
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$39.7M
|
+$27.6M
|
+616,122
|
+270%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$39.1M
|
-$1.53M
|
-34,023
|
-4%
|
|
|
14
|
Financial Engines Advisors
Santa Clara,
California
|
$36.2M
|
-$784K
|
-17,476
|
-2%
|
|
|
15
|
One Capital Management
Westlake Village,
California
|
$31.6M
|
-$6.8M
|
-151,551
|
-18%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.7M
|
+$4.52M
|
+100,864
|
+26%
|
|
|
17
|
Renaissance Technologies
New York
|
$22M
|
+$21M
|
+467,100
|
New
|
|
|
18
|
|
$21.6M
|
-$12.6M
|
-280,818
|
-38%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$21.3M
|
+$9.22M
|
+205,613
|
+83%
|
|
|
20
|
|
$18.9M
|
-$24.9M
|
-556,064
|
-58%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$17.7M
|
+$3.75M
|
+83,619
|
+29%
|
|
|
22
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$17.4M
|
-$1.53M
|
-34,011
|
-8%
|
|
|
23
|
ACT Advisors
Asheville,
North Carolina
|
$15.9M
|
+$15.1M
|
+337,656
|
New
|
|
|
24
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$15M
|
-$2.36M
|
-52,551
|
-14%
|
|
|
25
|
Ackerman Capital Advisors
Dallas,
Texas
|
$15M
|
+$14.3M
|
+318,848
|
New
|
|
