|
1
|
|
$554M
|
+$17.5M
|
+205,958
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$289M
|
-$342K
|
-4,023
|
-0.1%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$274M
|
+$37M
|
+435,854
|
+16%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$156M
|
+$7.55M
|
+88,978
|
+5%
|
|
|
5
|
|
$145M
|
+$3.09M
|
+36,453
|
+2%
|
|
|
6
|
Bank of New York Mellon
New York
|
$131M
|
-$3.57M
|
-42,076
|
-3%
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
$104M
|
+$2.56M
|
+30,200
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$91.8M
|
+$1.38M
|
+16,223
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$88.9M
|
+$1.51M
|
+17,811
|
+2%
|
|
|
10
|
Edge Capital Group
Atlanta,
Georgia
|
$83.2M
|
-$1.95M
|
-22,932
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$65.4M
|
+$6.26M
|
+73,681
|
+11%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$58.9M
|
+$670K
|
+7,887
|
+1%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.3M
|
+$1.08M
|
+12,664
|
+2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53.9M
|
-$3.86M
|
-45,490
|
-7%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$51.6M
|
-$1.01M
|
-11,899
|
-2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$51.1M
|
+$1.3M
|
+15,286
|
+3%
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$51M
|
+$19.8M
|
+232,912
|
+68%
|
|
|
18
|
ESL Trust Services
Rochester,
New York
|
$46.7M
|
-$15.5K
|
-182
|
-0%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$45.3M
|
-$11.3M
|
-133,664
|
-21%
|
|
|
20
|
Cresset Asset Management
Chicago,
Illinois
|
$39M
|
+$2.63M
|
+31,036
|
+8%
|
|
|
21
|
American Financial Advisors
Marietta,
Georgia
|
$38.8M
|
-$830K
|
-9,777
|
-2%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$36.9M
|
+$3.71M
|
+43,696
|
+12%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$36.8M
|
+$9.49M
|
+111,815
|
+37%
|
|
|
24
|
Capital Advantage
Walnut Creek,
California
|
$35.7M
|
-$900K
|
-10,605
|
-3%
|
|
|
25
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$31.8M
|
+$526K
|
+6,195
|
+2%
|
|
