|
1
|
Capital International Investors
Los Angeles,
California
|
$20.5M
|
+$3.43M
|
+133,000
|
+20%
|
|
|
2
|
Beta Wealth Group
San Diego,
California
|
$4.7M
|
+$4.71M
|
+182,743
|
New
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.34M
|
+$1.31M
|
+50,945
|
+3,808%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.13M
|
+$188K
|
+7,314
|
+20%
|
|
|
5
|
Stephens Inc
Little Rock,
Arkansas
|
$1.11M
|
+$1.12M
|
+43,325
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.04M
|
+$327K
|
+12,699
|
+46%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$998K
|
+$1M
|
+38,835
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$980K
|
+$982K
|
+38,136
|
New
|
|
|
9
|
|
$725K
|
+$726K
|
+28,197
|
New
|
|
|
10
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$554K
|
–
|
–
|
–
|
|
|
11
|
|
$521K
|
-$1.99M
|
-77,066
|
-79%
|
|
|
12
|
Capital Group Private Client Services
Los Angeles,
California
|
$471K
|
-$18.7M
|
-725,302
|
-98%
|
|
|
13
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$348K
|
+$349K
|
+13,550
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$224K
|
+$224K
|
+8,708
|
New
|
|
|
15
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$83K
|
+$824
|
+32
|
+1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82K
|
-$164K
|
-6,377
|
-67%
|
|
|
17
|
WR Wealth Planners
Columbia,
Missouri
|
$39.2K
|
+$39.3K
|
+1,524
|
New
|
|
|
18
|
ICA Group Wealth Management
Denver,
Colorado
|
$29.9K
|
+$9.3K
|
+361
|
+45%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$26
|
-$4.46K
|
-173
|
-99%
|
|
