|
1
|
|
$591M
|
+$45.9M
|
+515,591
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$343M
|
+$7.71M
|
+86,461
|
+2%
|
|
|
3
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$231M
|
+$230M
|
+2,577,712
|
New
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$173M
|
+$8.45M
|
+94,791
|
+5%
|
|
|
5
|
Bank of New York Mellon
New York
|
$162M
|
-$3.27M
|
-36,690
|
-2%
|
|
|
6
|
|
$130M
|
+$4.79M
|
+53,740
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$115M
|
+$2.36M
|
+26,469
|
+2%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
$106M
|
+$92.9K
|
+1,042
|
+0.1%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$98.9M
|
+$13.5M
|
+152,025
|
+16%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$97.5M
|
-$5.04M
|
-56,528
|
-5%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$94.1M
|
+$354K
|
+3,967
|
+0.4%
|
|
|
12
|
SCS Capital Management
Boston,
Massachusetts
|
$67.4M
|
-$4.54M
|
-50,998
|
-6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.3M
|
-$2.69M
|
-30,150
|
-4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61.2M
|
+$3.79M
|
+42,489
|
+7%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$57.8M
|
+$626K
|
+7,027
|
+1%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$56.2M
|
-$405K
|
-4,540
|
-0.7%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.3M
|
+$3.63M
|
+40,699
|
+7%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$53.3M
|
-$9.26M
|
-103,960
|
-15%
|
|
|
19
|
Cresset Asset Management
Chicago,
Illinois
|
$47.2M
|
+$1.45M
|
+16,298
|
+3%
|
|
|
20
|
ESL Trust Services
Rochester,
New York
|
$46.5M
|
-$777K
|
-8,715
|
-2%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$42M
|
+$7.3M
|
+81,924
|
+21%
|
|
|
22
|
American Financial Advisors
Marietta,
Georgia
|
$41.6M
|
+$3.78M
|
+42,464
|
+10%
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$37.4M
|
+$883K
|
+9,911
|
+2%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$34M
|
+$846K
|
+9,494
|
+3%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$32M
|
+$1.74M
|
+19,506
|
+6%
|
|
