|
1
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.37B
|
+$333K
|
+3,971
|
+30%
|
|
|
2
|
|
$496M
|
-$6.48M
|
-77,153
|
-1%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$301M
|
+$55.1M
|
+655,933
|
+21%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$257M
|
-$5.32M
|
-63,355
|
-2%
|
|
|
5
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$154M
|
+$13.7M
|
+163,654
|
+9%
|
|
|
6
|
|
$148M
|
+$16.7M
|
+198,313
|
+12%
|
|
|
7
|
Bank of New York Mellon
New York
|
$116M
|
-$2.22M
|
-26,381
|
-2%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
$95.9M
|
+$1.67M
|
+19,935
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$87.3M
|
+$4.31M
|
+51,301
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$84.1M
|
+$3.75M
|
+44,671
|
+4%
|
|
|
11
|
Edge Capital Group
Atlanta,
Georgia
|
$75.8M
|
-$79.1M
|
-941,505
|
-100%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$75.3M
|
+$79.1M
|
+941,671
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.6M
|
+$1.45M
|
+17,248
|
+2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$52.9M
|
-$420K
|
-4,997
|
-0.7%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50.8M
|
+$1.77M
|
+21,074
|
+3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$50.4M
|
+$4.03M
|
+47,947
|
+8%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.8M
|
-$74.1K
|
-882
|
-0.1%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.4M
|
+$1.21M
|
+14,434
|
+2%
|
|
|
19
|
Eastern Bank
Boston,
Massachusetts
|
$46.3M
|
+$140K
|
+1,664
|
+0.3%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$44M
|
+$11.2M
|
+133,452
|
+32%
|
|
|
21
|
ESL Trust Services
Rochester,
New York
|
$42.3M
|
+$8.82K
|
+105
|
+0%
|
|
|
22
|
Cresset Asset Management
Chicago,
Illinois
|
$35.3M
|
-$48.2K
|
-574
|
-0.1%
|
|
|
23
|
American Financial Advisors
Marietta,
Georgia
|
$34.6M
|
-$611K
|
-7,277
|
-2%
|
|
|
24
|
Capital Advantage
Walnut Creek,
California
|
$31.6M
|
-$751K
|
-8,945
|
-2%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$30.1M
|
+$1.57M
|
+18,686
|
+5%
|
|
