|
1
|
Bank of America
Charlotte,
North Carolina
|
$779M
|
+$33.4M
|
+714,150
|
+4%
|
|
|
2
|
|
$572M
|
-$546M
|
-11,684,462
|
-49%
|
|
|
3
|
|
$327M
|
-$8.73M
|
-186,881
|
-3%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$199M
|
+$10.7M
|
+229,229
|
+6%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$189M
|
-$418K
|
-8,951
|
-0.2%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$72.8M
|
-$73.8M
|
-1,580,161
|
-50%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$62.2M
|
+$6.23M
|
+133,296
|
+11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.1M
|
-$5.55M
|
-118,821
|
-10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$41.9M
|
-$12.2M
|
-261,472
|
-22%
|
|
|
10
|
|
$39.6M
|
+$21M
|
+449,764
|
+112%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$38.8M
|
-$2.26M
|
-48,385
|
-5%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$36.9M
|
+$1.06M
|
+22,722
|
+3%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$32.7M
|
-$5.98M
|
-127,982
|
-15%
|
|
|
14
|
One Capital Management
Westlake Village,
California
|
$31M
|
-$322K
|
-6,897
|
-1%
|
|
|
15
|
Foster Group
West Des Moines,
Iowa
|
$25.9M
|
+$26M
|
+557,561
|
New
|
|
|
16
|
Bailard
Foster City,
California
|
$24.6M
|
-$30M
|
-641,601
|
-55%
|
|
|
17
|
|
$24M
|
+$2.72M
|
+58,297
|
+13%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$20.9M
|
-$198K
|
-4,247
|
-0.9%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$17M
|
-$534K
|
-11,428
|
-3%
|
|
|
20
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$16.5M
|
-$749K
|
-16,045
|
-4%
|
|
|
21
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$16.4M
|
+$2.07M
|
+44,226
|
+14%
|
|
|
22
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$16.1M
|
-$23.3M
|
-499,052
|
-59%
|
|
|
23
|
Avidian Wealth Enterprises
Houston,
Texas
|
$16M
|
+$15.5M
|
+332,892
|
+2,805%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$15.5M
|
+$1.09M
|
+23,293
|
+7%
|
|
|
25
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$15.3M
|
+$465K
|
+9,958
|
+3%
|
|
