|
1
|
Bank of America
Charlotte,
North Carolina
|
$594M
|
-$266M
|
-5,838,843
|
-31%
|
|
|
2
|
|
$414M
|
+$95.5M
|
+2,094,084
|
+30%
|
|
|
3
|
|
$285M
|
+$264M
|
+5,791,093
|
+1,105%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$223M
|
+$8.88M
|
+194,694
|
+4%
|
|
|
5
|
|
$178M
|
-$443M
|
-9,713,461
|
-71%
|
|
|
6
|
Fisher Asset Management
Camas,
Washington
|
$146M
|
-$7.43M
|
-162,917
|
-5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.8M
|
-$4.21M
|
-92,309
|
-5%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$66.2M
|
+$24.5M
|
+537,148
|
+58%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$56.1M
|
+$2.05M
|
+44,863
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$34.8M
|
+$1.7M
|
+37,279
|
+5%
|
|
|
11
|
Financial Engines Advisors
Santa Clara,
California
|
$33.1M
|
-$1.06M
|
-23,277
|
-3%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$30.9M
|
-$222K
|
-4,859
|
-0.7%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$23.2M
|
+$11.1M
|
+242,363
|
+89%
|
|
|
14
|
Foster Group
West Des Moines,
Iowa
|
$22.1M
|
-$358K
|
-7,850
|
-2%
|
|
|
15
|
One Capital Management
Westlake Village,
California
|
$22M
|
-$1.61M
|
-35,230
|
-7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$20.6M
|
+$890K
|
+19,522
|
+4%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$19.8M
|
+$1.3M
|
+28,580
|
+7%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$19.1M
|
-$61.4M
|
-1,345,794
|
-76%
|
|
|
19
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$19.1M
|
+$418K
|
+9,157
|
+2%
|
|
|
20
|
Avidian Wealth Enterprises
Houston,
Texas
|
$19.1M
|
+$2.12M
|
+46,432
|
+12%
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$18.8M
|
+$5.59M
|
+122,594
|
+42%
|
|
|
22
|
Austin Private Wealth
Austin,
Texas
|
$16.3M
|
+$14.5M
|
+318,049
|
+735%
|
|
|
23
|
|
$16.1M
|
+$15.8M
|
+347,498
|
+3,714%
|
|
|
24
|
Arax Advisory Partners
Denver,
Colorado
|
$15.5M
|
+$1.94M
|
+42,586
|
+14%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$14.9M
|
+$1.59M
|
+34,901
|
+12%
|
|
