|
1
|
|
$621M
|
+$18.1M
|
+200,374
|
+3%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$597M
|
+$591M
|
+6,533,152
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$317M
|
-$33.5M
|
-370,335
|
-10%
|
|
|
4
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$228M
|
-$8.05M
|
-89,059
|
-3%
|
|
|
5
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$186M
|
+$9.51M
|
+105,177
|
+5%
|
|
|
6
|
Bank of New York Mellon
New York
|
$162M
|
-$3.32M
|
-36,678
|
-2%
|
|
|
7
|
|
$141M
|
+$7.52M
|
+83,154
|
+6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$120M
|
+$1.75M
|
+19,307
|
+1%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$118M
|
+$15.7M
|
+173,663
|
+16%
|
|
|
10
|
Parcion Private Wealth
Bellevue,
Washington
|
$109M
|
+$559K
|
+6,186
|
+0.5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$101M
|
+$1.21M
|
+13,426
|
+1%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$68.4M
|
-$27.4M
|
-302,568
|
-29%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.2M
|
-$1.5M
|
-16,570
|
-2%
|
|
|
14
|
SCS Capital Management
Boston,
Massachusetts
|
$65.8M
|
-$2.98M
|
-32,965
|
-4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61.5M
|
-$1.03M
|
-11,405
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$59.6M
|
+$2.26M
|
+24,976
|
+4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$58.2M
|
-$841K
|
-9,300
|
-1%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$57.2M
|
+$1.66M
|
+18,360
|
+3%
|
|
|
19
|
Cresset Asset Management
Chicago,
Illinois
|
$56M
|
+$7.7M
|
+85,196
|
+16%
|
|
|
20
|
ESL Trust Services
Rochester,
New York
|
$49.3M
|
+$1.82M
|
+20,106
|
+4%
|
|
|
21
|
American Financial Advisors
Marietta,
Georgia
|
$41.7M
|
-$783K
|
-8,662
|
-2%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$41.2M
|
-$1.68M
|
-18,622
|
-4%
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$39.4M
|
+$1.19M
|
+13,164
|
+3%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$39.4M
|
-$14.8M
|
-164,068
|
-28%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$36.6M
|
+$1.86M
|
+20,603
|
+5%
|
|
