|
1
|
Bank of America
Charlotte,
North Carolina
|
$1B
|
+$39.7M
|
+209,499
|
+4%
|
|
|
2
|
|
$139M
|
-$4.73M
|
-24,932
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$99.1M
|
-$2.04M
|
-10,758
|
-2%
|
|
|
4
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$82.6M
|
+$1.47M
|
+7,760
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$75.1M
|
+$10.7M
|
+56,527
|
+17%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$60.2M
|
-$5.66M
|
-29,891
|
-9%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$55.3M
|
+$2.92M
|
+15,429
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.5M
|
-$6.35M
|
-33,497
|
-11%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$53.7M
|
-$1.73M
|
-9,116
|
-3%
|
|
|
10
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$52.6M
|
+$5.14M
|
+27,107
|
+11%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$52M
|
+$9.12M
|
+48,101
|
+22%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.6M
|
+$686K
|
+3,619
|
+1%
|
|
|
13
|
BCM Advisors
Lafayette,
Louisiana
|
$45.5M
|
+$1.26M
|
+6,655
|
+3%
|
|
|
14
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$37.8M
|
+$36.8M
|
+193,926
|
New
|
|
|
15
|
Morningstar Investment Management
Chicago,
Illinois
|
$34.8M
|
+$477K
|
+2,517
|
+1%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.5M
|
+$764K
|
+4,030
|
+3%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$28M
|
+$803K
|
+4,239
|
+3%
|
|
|
18
|
PGIM Custom Harvest
Newark,
New Jersey
|
$27.3M
|
+$1.96M
|
+10,363
|
+8%
|
|
|
19
|
Iconiq Capital
San Francisco,
California
|
$27M
|
-$16.9K
|
-89
|
-0.1%
|
|
|
20
|
Morningstar Investment Services
Chicago,
Illinois
|
$26M
|
-$152K
|
-804
|
-0.6%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.2M
|
+$52.3K
|
+276
|
+0.2%
|
|
|
22
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$22.5M
|
+$118K
|
+622
|
+0.5%
|
|
|
23
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$22.2M
|
+$3.9M
|
+20,600
|
+22%
|
|
|
24
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$22.2M
|
+$1.71M
|
+9,019
|
+9%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$19.3M
|
-$359K
|
-1,896
|
-2%
|
|
