|
1
|
|
$517M
|
+$3.23M
|
+38,843
|
+0.6%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$356M
|
+$44.9M
|
+540,548
|
+14%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$294M
|
+$27.8M
|
+334,352
|
+10%
|
|
|
4
|
Bank of New York Mellon
New York
|
$156M
|
+$35.1M
|
+422,071
|
+29%
|
|
|
5
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$144M
|
-$15.7M
|
-188,889
|
-10%
|
|
|
6
|
|
$114M
|
-$38.9M
|
-468,302
|
-25%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$100M
|
+$9.59M
|
+115,415
|
+11%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
$97.9M
|
-$1.5M
|
-18,034
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$89.4M
|
+$2.18M
|
+26,260
|
+2%
|
|
|
10
|
SCS Capital Management
Boston,
Massachusetts
|
$77M
|
+$77.2M
|
+928,899
|
New
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$69.4M
|
-$8.71M
|
-104,807
|
-11%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$65.5M
|
+$2.7M
|
+32,470
|
+4%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$61.6M
|
+$15.8M
|
+189,671
|
+34%
|
|
|
14
|
|
$61.5M
|
+$59.8M
|
+719,730
|
+3,293%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$57.4M
|
+$4.88M
|
+58,664
|
+9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$53.2M
|
+$4.02M
|
+48,335
|
+8%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$52.2M
|
-$2.72M
|
-32,694
|
-5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.4M
|
+$812K
|
+9,774
|
+2%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$46M
|
-$6.7M
|
-80,583
|
-13%
|
|
|
20
|
ESL Trust Services
Rochester,
New York
|
$43.8M
|
-$34.1K
|
-410
|
-0.1%
|
|
|
21
|
Cresset Asset Management
Chicago,
Illinois
|
$41.5M
|
+$4.88M
|
+58,754
|
+13%
|
|
|
22
|
American Financial Advisors
Marietta,
Georgia
|
$35.4M
|
-$466K
|
-5,605
|
-1%
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$31.6M
|
–
|
–
|
–
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$29.8M
|
+$27M
|
+324,870
|
+948%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$27.9M
|
-$3.36M
|
-40,392
|
-11%
|
|
