|
1
|
Bank of America
Charlotte,
North Carolina
|
$886M
|
+$118M
|
+623,567
|
+14%
|
|
|
2
|
|
$152M
|
+$33.6M
|
+178,014
|
+25%
|
|
|
3
|
Prudential Financial
Newark,
New Jersey
|
$93.5M
|
+$82.2M
|
+435,620
|
+435%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$86.7M
|
+$3.75M
|
+19,866
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$55.5M
|
+$6.99M
|
+37,032
|
+13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$51.7M
|
+$11.6M
|
+61,438
|
+26%
|
|
|
7
|
Morningstar Investment Management
Chicago,
Illinois
|
$43.8M
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.1M
|
+$3.98M
|
+21,079
|
+10%
|
|
|
9
|
BCM Advisors
Lafayette,
Louisiana
|
$41.1M
|
+$1.14M
|
+6,059
|
+3%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41M
|
+$622K
|
+3,293
|
+1%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$39.9M
|
+$1.07M
|
+5,650
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.8M
|
-$889K
|
-4,709
|
-2%
|
|
|
13
|
Personal Capital Advisors
Redwood City,
California
|
$31.9M
|
+$1.2M
|
+6,347
|
+4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.9M
|
-$1.97M
|
-10,446
|
-6%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.9M
|
+$2.04M
|
+10,825
|
+7%
|
|
|
16
|
Morningstar Investment Services
Chicago,
Illinois
|
$25.4M
|
-$800K
|
-4,237
|
-3%
|
|
|
17
|
Iconiq Capital
San Francisco,
California
|
$23.9M
|
-$23.8K
|
-126
|
-0.1%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$23.7M
|
-$2.76M
|
-14,621
|
-10%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22M
|
-$15.4M
|
-81,522
|
-39%
|
|
|
20
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$19.6M
|
-$3.3M
|
-17,489
|
-14%
|
|
|
21
|
Parcion Private Wealth
Bellevue,
Washington
|
$18.5M
|
+$1.26M
|
+6,680
|
+7%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$18.4M
|
+$331K
|
+1,752
|
+2%
|
|
|
23
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$17.1M
|
+$132K
|
+698
|
+0.7%
|
|
|
24
|
Royal Fund Management
Lady Lake,
Florida
|
$17M
|
-$2.09M
|
-11,085
|
-10%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$16.9M
|
+$1.72M
|
+9,087
|
+10%
|
|
