|
1
|
Bank of America
Charlotte,
North Carolina
|
$868M
|
+$46.9M
|
+1,016,333
|
+6%
|
|
|
2
|
|
$623M
|
+$98.4M
|
+2,132,672
|
+19%
|
|
|
3
|
|
$323M
|
+$11.1M
|
+240,672
|
+4%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$216M
|
+$6.53M
|
+141,654
|
+3%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$155M
|
-$6.88M
|
-149,272
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$92.1M
|
+$33.1M
|
+718,670
|
+55%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$80.7M
|
+$2.75M
|
+59,605
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$54.7M
|
+$9.38M
|
+203,418
|
+20%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42.5M
|
-$15.3M
|
-331,571
|
-26%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$34.6M
|
-$1.29M
|
-27,873
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$33.6M
|
+$484K
|
+10,486
|
+1%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$31.5M
|
+$212K
|
+4,590
|
+0.7%
|
|
|
13
|
One Capital Management
Westlake Village,
California
|
$23.9M
|
-$3.29M
|
-71,326
|
-12%
|
|
|
14
|
|
$23.9M
|
-$365K
|
-7,923
|
-1%
|
|
|
15
|
Foster Group
West Des Moines,
Iowa
|
$22.8M
|
-$420K
|
-9,100
|
-2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$20M
|
+$3.86M
|
+83,682
|
+24%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$19.1M
|
-$830K
|
-17,993
|
-4%
|
|
|
18
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$18.9M
|
+$160K
|
+3,462
|
+0.8%
|
|
|
19
|
Avidian Wealth Enterprises
Houston,
Texas
|
$17.2M
|
+$275K
|
+5,953
|
+2%
|
|
|
20
|
Ackerman Capital Advisors
Dallas,
Texas
|
$15.6M
|
+$105K
|
+2,270
|
+0.7%
|
|
|
21
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$14.8M
|
-$124K
|
-2,687
|
-0.8%
|
|
|
22
|
Arax Advisory Partners
Denver,
Colorado
|
$13.7M
|
+$1.37M
|
+29,795
|
+11%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$13.5M
|
-$567K
|
-12,288
|
-4%
|
|
|
24
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$13.4M
|
-$603K
|
-13,080
|
-4%
|
|
|
25
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$13.3M
|
+$69.9K
|
+1,515
|
+0.5%
|
|
