|
1
|
Charles Schwab
San Francisco,
California
|
$310M
|
+$26.4M
|
+686,446
|
+9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$293M
|
+$15.9M
|
+413,945
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$153M
|
-$13.4M
|
-350,204
|
-8%
|
|
|
4
|
|
$76M
|
+$19.3M
|
+501,932
|
+31%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$67.8M
|
+$4.37M
|
+113,938
|
+6%
|
|
|
6
|
|
$63.2M
|
-$1.28M
|
-33,333
|
-2%
|
|
|
7
|
|
$46.2M
|
+$49.6M
|
+1,291,065
|
+40,869%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$42.7M
|
-$1.64M
|
-42,790
|
-3%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.3M
|
-$2.46M
|
-64,090
|
-5%
|
|
|
10
|
Hawk Ridge Capital Management
Los Angeles,
California
|
$37.9M
|
–
|
–
|
–
|
|
|
11
|
|
$34.5M
|
+$35.1M
|
+914,275
|
+1,734%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$34M
|
-$13.3M
|
-347,200
|
-27%
|
|
|
13
|
Park Avenue Securities
New York
|
$27.3M
|
+$1.63M
|
+42,525
|
+6%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$25.6M
|
-$7.48M
|
-194,725
|
-21%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$23.4M
|
+$1.7M
|
+44,334
|
+7%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20M
|
+$701K
|
+18,248
|
+3%
|
|
|
17
|
AllianceBernstein
Nashville,
Tennessee
|
$19.4M
|
-$18.1K
|
-472
|
-0.1%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$18.9M
|
-$1.9M
|
-49,531
|
-9%
|
|
|
19
|
Bank of New York Mellon
New York
|
$18.7M
|
+$1.75M
|
+45,660
|
+10%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$16.2M
|
-$405K
|
-10,537
|
-2%
|
|
|
21
|
Evolution Wealth Advisors
Aventura,
Florida
|
$15.9M
|
+$227K
|
+5,903
|
+1%
|
|
|
22
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$13.9M
|
-$1.93M
|
-50,290
|
-11%
|
|
|
23
|
McMorgan & Co
San Francisco,
California
|
$11M
|
-$7.44M
|
-193,780
|
-39%
|
|
|
24
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.8M
|
+$2.05M
|
+53,400
|
+21%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$10.1M
|
-$18.8M
|
-489,818
|
-63%
|
|
