|
1
|
Bank of America
Charlotte,
North Carolina
|
$182M
|
-$14.4M
|
-145,292
|
-7%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$167M
|
-$5.2M
|
-52,400
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$164M
|
+$15.6M
|
+157,211
|
+11%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$77.5M
|
+$4.22M
|
+42,506
|
+6%
|
|
|
5
|
Renaissance Technologies
New York
|
$73.5M
|
-$1.02M
|
-10,300
|
-1%
|
|
|
6
|
Coldstream Capital Management
Bellevue,
Washington
|
$51.7M
|
+$6.87M
|
+69,232
|
+15%
|
|
|
7
|
Napa Wealth Management
Napa,
California
|
$47.5M
|
+$28.4M
|
+286,075
|
+149%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$47.4M
|
-$19.1M
|
-191,986
|
-29%
|
|
|
9
|
Sargent Investment Group
Bethesda,
Maryland
|
$45M
|
+$6.02M
|
+60,644
|
+15%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.6M
|
-$21.2M
|
-213,787
|
-35%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.3M
|
+$3.32M
|
+33,441
|
+9%
|
|
|
12
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$37.7M
|
-$24.7M
|
-248,968
|
-40%
|
|
|
13
|
Proficio Capital Partners
Newton,
Massachusetts
|
$30.3M
|
-$25.7M
|
-258,655
|
-46%
|
|
|
14
|
Stephens Inc
Little Rock,
Arkansas
|
$29.2M
|
-$1.34M
|
-13,506
|
-4%
|
|
|
15
|
Fortis Group Advisors
Westwood,
New Jersey
|
$27.3M
|
-$32.7M
|
-329,914
|
-55%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.3M
|
+$2.19M
|
+22,042
|
+9%
|
|
|
17
|
Pecaut & Co
Sioux City,
Iowa
|
$24.4M
|
+$2.02M
|
+20,306
|
+9%
|
|
|
18
|
Altiora Financial Group
Lebanon,
Ohio
|
$22.5M
|
+$2.39M
|
+24,043
|
+12%
|
|
|
19
|
CWA Asset Management Group
Naples,
Florida
|
$22.3M
|
-$2.46M
|
-24,779
|
-10%
|
|
|
20
|
TMD Wealth Management
Scottsdale,
Arizona
|
$18.9M
|
+$4.22M
|
+42,491
|
+29%
|
|
|
21
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$18.2M
|
-$1.47M
|
-14,800
|
-7%
|
|
|
22
|
NDWM LLC
La Jolla,
California
|
$18.2M
|
-$123K
|
-1,237
|
-0.7%
|
|
|
23
|
GeoWealth Management
Chicago,
Illinois
|
$18.1M
|
+$205K
|
+2,062
|
+1%
|
|
|
24
|
Epoch Investment Partners
New York
|
$17.5M
|
-$2.81M
|
-28,350
|
-14%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.4M
|
+$12.7M
|
+128,244
|
+347%
|
|
