|
1
|
Bank of America
Charlotte,
North Carolina
|
$843M
|
+$41.6M
|
+897,560
|
+5%
|
|
|
2
|
|
$540M
|
+$591K
|
+12,748
|
+0.1%
|
|
|
3
|
|
$321M
|
-$2.64M
|
-56,887
|
-0.8%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$216M
|
+$3.69M
|
+79,651
|
+2%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$166M
|
-$21.3M
|
-458,962
|
-11%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$80.1M
|
+$3.11M
|
+67,155
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.8M
|
+$11M
|
+237,863
|
+22%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$59.1M
|
+$1.38M
|
+29,772
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$46.7M
|
+$2.43M
|
+52,356
|
+6%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$36.8M
|
-$823K
|
-17,749
|
-2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$34M
|
-$5.57M
|
-120,090
|
-14%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$32.1M
|
-$1.1M
|
-23,804
|
-3%
|
|
|
13
|
One Capital Management
Westlake Village,
California
|
$27.9M
|
-$942K
|
-20,314
|
-3%
|
|
|
14
|
|
$24.9M
|
-$8.87M
|
-191,233
|
-26%
|
|
|
15
|
Foster Group
West Des Moines,
Iowa
|
$23.8M
|
-$1.02M
|
-21,949
|
-4%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$20.4M
|
-$677K
|
-14,605
|
-3%
|
|
|
17
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$19.3M
|
+$1.87M
|
+40,351
|
+11%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$17.8M
|
+$11.1M
|
+238,558
|
+168%
|
|
|
19
|
Avidian Wealth Enterprises
Houston,
Texas
|
$17.4M
|
+$740K
|
+15,954
|
+4%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
-$103K
|
-2,225
|
-0.6%
|
|
|
21
|
Ackerman Capital Advisors
Dallas,
Texas
|
$15.9M
|
-$55.6K
|
-1,200
|
-0.4%
|
|
|
22
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$15.3M
|
-$73.2K
|
-1,579
|
-0.5%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$14.4M
|
+$3.63M
|
+78,294
|
+34%
|
|
|
24
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$14.4M
|
-$293K
|
-6,321
|
-2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$14M
|
+$65.6K
|
+1,414
|
+0.5%
|
|
