|
1
|
Bank of America
Charlotte,
North Carolina
|
$582M
|
-$181M
|
-4,717,766
|
-23%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$247M
|
+$144M
|
+3,749,706
|
+131%
|
|
|
3
|
|
$196M
|
-$18.6M
|
-484,003
|
-8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$147M
|
-$12.2M
|
-318,538
|
-8%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$109M
|
+$3.19K
|
+83
|
+0%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$73.9M
|
+$2.1M
|
+54,618
|
+3%
|
|
|
7
|
Phoenix Financial
Givatayim,
Israel
|
$59.2M
|
–
|
–
|
–
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58.5M
|
-$26.3M
|
-683,634
|
-30%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$58M
|
+$1.79M
|
+46,743
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$54.1M
|
+$2.51M
|
+65,402
|
+5%
|
|
|
11
|
|
$50.4M
|
-$26.2M
|
-681,319
|
-34%
|
|
|
12
|
PGIM Custom Harvest
Newark,
New Jersey
|
$42.3M
|
+$5.25M
|
+136,760
|
+14%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$41.3M
|
-$588K
|
-15,311
|
-1%
|
|
|
14
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$38.6M
|
+$2.86M
|
+74,600
|
+8%
|
|
|
15
|
|
$38M
|
+$6.97M
|
+181,542
|
+22%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$36.8M
|
+$2.15M
|
+56,089
|
+6%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$33.1M
|
+$16.5M
|
+430,292
|
+3,210%
|
|
|
18
|
ALPS Advisors
Denver,
Colorado
|
$28.4M
|
+$4.98M
|
+129,591
|
+21%
|
|
|
19
|
Money Design
Tokyo,
Japan
|
$27.1M
|
+$1.97M
|
+51,329
|
+8%
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$25.6M
|
+$25.5M
|
+664,704
|
+3,512%
|
|
|
21
|
Two Sigma Advisers
New York
|
$24.7M
|
+$25.4M
|
+661,000
|
New
|
|
|
22
|
Auto-Owners Insurance
Lansing,
Michigan
|
$21.8M
|
–
|
–
|
–
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$21.8M
|
-$508K
|
-13,241
|
-2%
|
|
|
24
|
|
$20.6M
|
-$91.4M
|
-2,381,380
|
-81%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.3M
|
-$4.33M
|
-112,795
|
-17%
|
|
