|
1
|
Charles Schwab
San Francisco,
California
|
$192M
|
-$2.93M
|
-111,208
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$57.6M
|
-$20.2M
|
-765,963
|
-26%
|
|
|
3
|
New York Life Investment Management
New York
|
$28.1M
|
+$27.5M
|
+1,045,961
|
+2,847%
|
|
|
4
|
|
$18.4M
|
-$3.13M
|
-118,984
|
-14%
|
|
|
5
|
AllianceBernstein
Nashville,
Tennessee
|
$18.4M
|
-$2K
|
-76
|
-0%
|
|
|
6
|
|
$7.33M
|
-$4.95M
|
-188,037
|
-40%
|
|
|
7
|
Evolution Wealth Advisors
Aventura,
Florida
|
$7.04M
|
+$210K
|
+7,961
|
+3%
|
|
|
8
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$6.5M
|
-$5.7M
|
-216,508
|
-46%
|
|
|
9
|
|
$6.39M
|
+$45.4K
|
+1,725
|
+0.7%
|
|
|
10
|
Bank of New York Mellon
New York
|
$5.94M
|
-$348K
|
-13,203
|
-5%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.61M
|
-$4.7M
|
-178,441
|
-45%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.55M
|
-$986K
|
-37,453
|
-15%
|
|
|
13
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.32M
|
+$275K
|
+10,445
|
+5%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.9M
|
-$2.02M
|
-76,692
|
-29%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.83M
|
-$794K
|
-30,159
|
-14%
|
|
|
16
|
NWAM LLC
Mercer Island,
Washington
|
$4.8M
|
+$1.8M
|
+68,203
|
+58%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$4.65M
|
-$277K
|
-10,506
|
-6%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.35M
|
-$1.26M
|
-47,918
|
-22%
|
|
|
19
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.13M
|
+$2.48M
|
+94,125
|
+145%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$3.91M
|
-$2.13M
|
-80,942
|
-35%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$3.64M
|
+$72.9K
|
+2,770
|
+2%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$3.41M
|
+$229K
|
+8,711
|
+7%
|
|
|
23
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$3.29M
|
+$267K
|
+10,130
|
+9%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$3.06M
|
-$1.84M
|
-69,779
|
-37%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.83M
|
+$2.24M
|
+85,111
|
+358%
|
|
