|
1
|
Charles Schwab
San Francisco,
California
|
$327M
|
-$4.86M
|
-114,492
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$319M
|
-$620M
|
-14,610,467
|
-65%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$190M
|
-$23.3M
|
-549,075
|
-11%
|
|
|
4
|
|
$73.8M
|
-$75.4M
|
-1,776,749
|
-50%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$73M
|
-$109M
|
-2,579,745
|
-59%
|
|
|
6
|
|
$66.6M
|
-$97.9M
|
-2,307,934
|
-59%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$53.1M
|
+$9.39M
|
+221,232
|
+21%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$51.1M
|
-$59.5M
|
-1,401,036
|
-53%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$50.7M
|
-$5.25M
|
-123,689
|
-9%
|
|
|
10
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$49.1M
|
-$3.37M
|
-79,428
|
-6%
|
|
|
11
|
Hawk Ridge Capital Management
Los Angeles,
California
|
$43.4M
|
–
|
–
|
–
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$37.3M
|
-$18.9M
|
-445,679
|
-33%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$31.7M
|
+$32.1M
|
+755,644
|
+4,275%
|
|
|
14
|
Park Avenue Securities
New York
|
$29.5M
|
-$57.9M
|
-1,363,224
|
-65%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$24.9M
|
+$9.23M
|
+217,461
|
+55%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$23.7M
|
-$2.04M
|
-48,052
|
-8%
|
|
|
17
|
AllianceBernstein
Nashville,
Tennessee
|
$22.2M
|
+$23.1M
|
+543,385
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.2M
|
-$8.91M
|
-209,898
|
-28%
|
|
|
19
|
McMorgan & Co
San Francisco,
California
|
$20.6M
|
-$5.23M
|
-123,181
|
-20%
|
|
|
20
|
Bank of New York Mellon
New York
|
$19.6M
|
-$13.3M
|
-312,542
|
-40%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.1M
|
-$41.6M
|
-980,849
|
-68%
|
|
|
22
|
Evolution Wealth Advisors
Aventura,
Florida
|
$18M
|
-$6.04M
|
-142,240
|
-24%
|
|
|
23
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$18M
|
+$18.7M
|
+439,630
|
New
|
|
|
24
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$15.2M
|
+$891K
|
+20,999
|
+6%
|
|
|
25
|
Scarborough Advisors
Annapolis,
Maryland
|
$13.9M
|
-$2.74M
|
-64,620
|
-16%
|
|
