|
1
|
Bank of America
Charlotte,
North Carolina
|
$783M
|
+$15.8M
|
+345,812
|
+2%
|
|
|
2
|
|
$527M
|
-$36.2M
|
-791,499
|
-6%
|
|
|
3
|
|
$316M
|
-$6.01M
|
-131,345
|
-2%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$207M
|
+$10.9M
|
+238,474
|
+6%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$183M
|
-$2.71M
|
-59,244
|
-1%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$75.2M
|
+$3.5M
|
+76,467
|
+5%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$56.7M
|
-$4.62M
|
-100,809
|
-8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.6M
|
+$205K
|
+4,472
|
+0.4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$43.2M
|
+$1.98M
|
+43,217
|
+5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$38.7M
|
+$511K
|
+11,159
|
+1%
|
|
|
11
|
Financial Engines Advisors
Santa Clara,
California
|
$36.7M
|
+$454K
|
+9,908
|
+1%
|
|
|
12
|
|
$33.1M
|
+$9.45M
|
+206,374
|
+40%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$32.5M
|
+$255K
|
+5,565
|
+0.8%
|
|
|
14
|
One Capital Management
Westlake Village,
California
|
$28.2M
|
-$2.29M
|
-50,096
|
-8%
|
|
|
15
|
Foster Group
West Des Moines,
Iowa
|
$24.3M
|
-$1.25M
|
-27,233
|
-5%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$20.8M
|
+$105K
|
+2,296
|
+0.5%
|
|
|
17
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$17M
|
+$871K
|
+19,024
|
+5%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$16.3M
|
-$391K
|
-8,541
|
-2%
|
|
|
19
|
Avidian Wealth Enterprises
Houston,
Texas
|
$16.2M
|
+$465K
|
+10,151
|
+3%
|
|
|
20
|
Ackerman Capital Advisors
Dallas,
Texas
|
$15.6M
|
+$1.12M
|
+24,360
|
+8%
|
|
|
21
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$15M
|
-$39.4K
|
-860
|
-0.3%
|
|
|
22
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$14.3M
|
+$715K
|
+15,623
|
+5%
|
|
|
23
|
Bailard
Foster City,
California
|
$14.2M
|
-$10M
|
-219,415
|
-41%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.6M
|
+$580K
|
+12,661
|
+4%
|
|
|
25
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$13.5M
|
-$2.69M
|
-58,819
|
-17%
|
|
