|
1
|
|
$553M
|
-$23.2M
|
-507,963
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$324M
|
-$298M
|
-6,523,423
|
-48%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$244M
|
+$5.21M
|
+114,048
|
+2%
|
|
|
4
|
|
$139M
|
-$23.4M
|
-510,886
|
-14%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$115M
|
-$8.06M
|
-176,298
|
-7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$109M
|
+$11.8M
|
+258,082
|
+12%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$93.8M
|
+$5.73M
|
+125,331
|
+7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$74M
|
+$5.61M
|
+122,778
|
+8%
|
|
|
9
|
IHT Wealth Management
Chicago,
Illinois
|
$58.7M
|
+$32.8M
|
+716,356
|
+2,787%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$44.4M
|
+$6.04M
|
+132,092
|
+16%
|
|
|
11
|
Austin Private Wealth
Austin,
Texas
|
$38.2M
|
+$5.06M
|
+110,583
|
+15%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$33.1M
|
-$415K
|
-9,068
|
-1%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$31.3M
|
-$102K
|
-2,224
|
-0.3%
|
|
|
14
|
|
$28M
|
-$1.51M
|
-32,938
|
-5%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$24.7M
|
-$2.16M
|
-47,172
|
-8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$23.4M
|
+$775K
|
+16,959
|
+3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$22.8M
|
+$535K
|
+11,698
|
+2%
|
|
|
18
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$22M
|
+$22M
|
+481,299
|
New
|
|
|
19
|
Foster Group
West Des Moines,
Iowa
|
$21.5M
|
-$124K
|
-2,708
|
-0.6%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$21.2M
|
+$7.23M
|
+158,096
|
+52%
|
|
|
21
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$20.2M
|
+$937K
|
+20,493
|
+5%
|
|
|
22
|
One Capital Management
Westlake Village,
California
|
$19.9M
|
-$277K
|
-6,056
|
-1%
|
|
|
23
|
Park Avenue Securities
New York
|
$17.5M
|
+$2.09M
|
+45,761
|
+14%
|
|
|
24
|
|
$17.5M
|
+$12M
|
+262,824
|
+220%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$17M
|
-$972K
|
-21,255
|
-5%
|
|
