|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$274M
|
+$12.1M
|
+304,863
|
+5%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$252M
|
+$23.2K
|
+584
|
+0%
|
|
|
3
|
|
$231M
|
+$6.44M
|
+162,049
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$144M
|
+$11.2M
|
+282,244
|
+9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$123M
|
+$6.08M
|
+152,922
|
+5%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$118M
|
+$36.8M
|
+925,629
|
+46%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$102M
|
-$7.72M
|
-194,042
|
-7%
|
|
|
8
|
Kestra Investment Management
Austin,
Texas
|
$99.7M
|
+$47.2M
|
+1,186,839
|
+92%
|
|
|
9
|
Tectonic Advisors
Frisco,
Texas
|
$99.2M
|
+$1.05M
|
+26,480
|
+1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$84.9M
|
-$12.5M
|
-314,809
|
-13%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$73.7M
|
+$5.68M
|
+142,858
|
+8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$67M
|
+$8.53M
|
+214,500
|
+15%
|
|
|
13
|
Bank of New York Mellon
New York
|
$62M
|
+$1.45M
|
+36,385
|
+2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$59.8M
|
-$317K
|
-7,968
|
-0.5%
|
|
|
15
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$56.2M
|
-$489K
|
-12,287
|
-0.9%
|
|
|
16
|
Cheviot Value Management
Beverly Hills,
California
|
$38.5M
|
+$38.5M
|
+967,923
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.5M
|
+$3.2M
|
+80,401
|
+9%
|
|
|
18
|
Morling Financial Advisors
Fremont,
California
|
$36.7M
|
-$2.25M
|
-56,494
|
-6%
|
|
|
19
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$30.6M
|
+$1.08M
|
+27,188
|
+4%
|
|
|
20
|
Stadion Money Management
Watkinsville,
Georgia
|
$30.2M
|
-$1.84M
|
-46,375
|
-6%
|
|
|
21
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$29.6M
|
+$623K
|
+15,658
|
+2%
|
|
|
22
|
Horizon Investments
Charlotte,
North Carolina
|
$29.3M
|
+$2.46M
|
+61,771
|
+9%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$26.9M
|
-$512K
|
-12,870
|
-2%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$26.6M
|
-$74.1K
|
-1,864
|
-0.3%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$23.4M
|
-$2.01M
|
-50,480
|
-8%
|
|
