|
1
|
Bank of America
Charlotte,
North Carolina
|
$606M
|
+$17.2M
|
+387,757
|
+3%
|
|
|
2
|
|
$586M
|
+$175M
|
+3,945,532
|
+43%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$228M
|
+$7.25M
|
+163,110
|
+3%
|
|
|
4
|
|
$156M
|
-$19.7M
|
-444,339
|
-11%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$139M
|
-$5.79M
|
-130,373
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$81.7M
|
-$4.3M
|
-96,799
|
-5%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$74.7M
|
+$9.09M
|
+204,535
|
+14%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$58.9M
|
+$3.32M
|
+74,636
|
+6%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$39.5M
|
+$16.5M
|
+371,228
|
+72%
|
|
|
10
|
|
$34.1M
|
-$247M
|
-5,552,266
|
-88%
|
|
|
11
|
Financial Engines Advisors
Santa Clara,
California
|
$32.5M
|
-$260K
|
-5,850
|
-0.8%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$29.8M
|
-$773K
|
-17,399
|
-3%
|
|
|
13
|
Austin Private Wealth
Austin,
Texas
|
$29.2M
|
+$13M
|
+291,473
|
+81%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$28.2M
|
+$9.56M
|
+215,071
|
+52%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$24.5M
|
+$4.04M
|
+90,835
|
+20%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$22.6M
|
-$11.9M
|
-267,273
|
-35%
|
|
|
17
|
Foster Group
West Des Moines,
Iowa
|
$21.5M
|
-$489K
|
-11,007
|
-2%
|
|
|
18
|
One Capital Management
Westlake Village,
California
|
$20.6M
|
-$1.21M
|
-27,290
|
-6%
|
|
|
19
|
|
$18.9M
|
+$16M
|
+360,574
|
+571%
|
|
|
20
|
Avidian Wealth Enterprises
Houston,
Texas
|
$18.6M
|
-$312K
|
-7,018
|
-2%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$18.6M
|
-$1.39M
|
-31,267
|
-7%
|
|
|
22
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$18.4M
|
-$519K
|
-11,674
|
-3%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$16.6M
|
-$2.37M
|
-53,361
|
-13%
|
|
|
24
|
Arax Advisory Partners
Denver,
Colorado
|
$15.8M
|
+$425K
|
+9,575
|
+3%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$15.1M
|
+$301K
|
+6,782
|
+2%
|
|
