|
1
|
Personal Capital Advisors
Redwood City,
California
|
$41.7M
|
+$1.44M
|
+31,397
|
+4%
|
|
|
2
|
|
$40.3M
|
+$3.08M
|
+67,302
|
+8%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.82M
|
+$297K
|
+6,491
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.49M
|
-$1.02M
|
-22,263
|
-19%
|
|
|
5
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.37M
|
-$83K
|
-1,814
|
-2%
|
|
|
6
|
HSBC Holdings
London,
United Kingdom
|
$4.01M
|
-$137K
|
-3,000
|
-3%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$3.14M
|
+$11.3K
|
+248
|
+0.4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.03M
|
+$338K
|
+7,386
|
+13%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.99M
|
-$113K
|
-2,465
|
-4%
|
|
|
10
|
PFS Investments
Duluth,
Georgia
|
$2.89M
|
+$2.87M
|
+62,791
|
New
|
|
|
11
|
|
$2.36M
|
+$1.89M
|
+41,237
|
+406%
|
|
|
12
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.23M
|
+$89.1K
|
+1,949
|
+4%
|
|
|
13
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.21M
|
+$764K
|
+16,702
|
+53%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$2.19M
|
+$256K
|
+5,598
|
+13%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$2.18M
|
+$588K
|
+12,863
|
+37%
|
|
|
16
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.88M
|
-$12.3K
|
-270
|
-0.7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.19M
|
+$370K
|
+8,087
|
+46%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$1.18M
|
+$28.9K
|
+632
|
+3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.05M
|
-$1.06M
|
-23,181
|
-50%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.03M
|
-$16.1K
|
-353
|
-2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$953K
|
+$111K
|
+2,427
|
+13%
|
|
|
22
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$868K
|
+$90.1K
|
+1,969
|
+12%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$747K
|
+$7.27K
|
+159
|
+1%
|
|
|
24
|
Blue Barn Wealth
Orem,
Utah
|
$736K
|
+$9.29K
|
+203
|
+1%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$708K
|
-$11.7K
|
-255
|
-2%
|
|
