|
1
|
|
$524M
|
-$24.9M
|
-542,670
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$387M
|
+$66.7M
|
+1,454,324
|
+21%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$253M
|
+$10.7M
|
+232,497
|
+4%
|
|
|
4
|
|
$143M
|
+$4.24M
|
+92,333
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$122M
|
+$13.4M
|
+292,813
|
+12%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$114M
|
+$92.3M
|
+2,012,075
|
+404%
|
|
|
7
|
Fisher Asset Management
Camas,
Washington
|
$111M
|
-$2.66M
|
-57,933
|
-2%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$75.1M
|
-$18.1M
|
-394,800
|
-19%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$73.8M
|
+$369K
|
+8,047
|
+0.5%
|
|
|
10
|
IHT Wealth Management
Chicago,
Illinois
|
$56.1M
|
-$12.1K
|
-263
|
-0%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$49.2M
|
+$5.26M
|
+114,540
|
+12%
|
|
|
12
|
Arax Advisory Partners
Denver,
Colorado
|
$46M
|
+$31M
|
+674,994
|
+199%
|
|
|
13
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$42.8M
|
+$43.3M
|
+944,563
|
New
|
|
|
14
|
|
$41.9M
|
+$42.2M
|
+918,637
|
+17,369%
|
|
|
15
|
Financial Engines Advisors
Santa Clara,
California
|
$34.1M
|
+$1.25M
|
+27,175
|
+4%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$33.9M
|
+$10.8M
|
+235,695
|
+46%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$31.9M
|
+$889K
|
+19,373
|
+3%
|
|
|
18
|
|
$28.6M
|
+$899K
|
+19,592
|
+3%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$25.8M
|
+$9.89M
|
+215,527
|
+61%
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$22.2M
|
-$2.32M
|
-50,540
|
-9%
|
|
|
21
|
Foster Group
West Des Moines,
Iowa
|
$21.6M
|
+$254K
|
+5,546
|
+1%
|
|
|
22
|
|
$21.4M
|
+$14.4M
|
+313,104
|
+197%
|
|
|
23
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$19.9M
|
-$88.8K
|
-1,936
|
-0.4%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$19.4M
|
-$1.71M
|
-37,253
|
-8%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19M
|
+$2.43M
|
+53,063
|
+14%
|
|
