|
1
|
|
$548M
|
-$13.6M
|
-157,059
|
-3%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$435M
|
+$45.3M
|
+523,978
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$338M
|
+$17.9M
|
+206,850
|
+6%
|
|
|
4
|
Bank of New York Mellon
New York
|
$167M
|
-$2.36M
|
-27,372
|
-1%
|
|
|
5
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$165M
|
+$8.4M
|
+97,281
|
+6%
|
|
|
6
|
|
$126M
|
+$2.23M
|
+25,834
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$114M
|
+$4.74M
|
+54,868
|
+5%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
$107M
|
+$191K
|
+2,214
|
+0.2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$103M
|
+$5.77M
|
+66,854
|
+6%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$94.3M
|
+$18.1M
|
+209,820
|
+25%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$87M
|
+$19.4M
|
+225,128
|
+30%
|
|
|
12
|
SCS Capital Management
Boston,
Massachusetts
|
$72.4M
|
-$10.8M
|
-125,191
|
-13%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$70.4M
|
-$742K
|
-8,596
|
-1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$63M
|
+$748K
|
+8,657
|
+1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57.8M
|
+$1.84M
|
+21,284
|
+3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$57.5M
|
-$251K
|
-2,911
|
-0.5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$56.9M
|
+$209K
|
+2,419
|
+0.4%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51M
|
+$940K
|
+10,885
|
+2%
|
|
|
19
|
ESL Trust Services
Rochester,
New York
|
$47.6M
|
-$69.1K
|
-800
|
-0.2%
|
|
|
20
|
Cresset Asset Management
Chicago,
Illinois
|
$46M
|
+$961K
|
+11,121
|
+2%
|
|
|
21
|
American Financial Advisors
Marietta,
Georgia
|
$38.1M
|
-$374K
|
-4,329
|
-1%
|
|
|
22
|
Capital Advantage
Walnut Creek,
California
|
$36.8M
|
+$1.09M
|
+12,652
|
+3%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$34.9M
|
+$4.39M
|
+50,810
|
+15%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$33.3M
|
+$941K
|
+10,893
|
+3%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$30.4M
|
+$1.2M
|
+13,876
|
+4%
|
|
