|
1
|
Charles Schwab
San Francisco,
California
|
$172M
|
-$8.26M
|
-301,408
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$46.8M
|
-$9.62M
|
-351,224
|
-16%
|
|
|
3
|
AllianceBernstein
Nashville,
Tennessee
|
$18.6M
|
+$974K
|
+35,537
|
+5%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.3M
|
+$338K
|
+12,322
|
+3%
|
|
|
5
|
|
$8.43M
|
+$2.19M
|
+79,875
|
+31%
|
|
|
6
|
|
$7.83M
|
-$10.7M
|
-388,746
|
-55%
|
|
|
7
|
Evolution Wealth Advisors
Aventura,
Florida
|
$6.67M
|
-$334K
|
-12,206
|
-4%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$5.55M
|
-$12.5M
|
-457,339
|
-67%
|
|
|
9
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.31M
|
-$63.9K
|
-2,331
|
-1%
|
|
|
10
|
New York Life Investment Management
New York
|
$5.31M
|
-$17M
|
-620,253
|
-75%
|
|
|
11
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$5.29M
|
-$2.82M
|
-102,869
|
-33%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$4.68M
|
+$377K
|
+13,748
|
+8%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.53M
|
-$1.92M
|
-70,027
|
-28%
|
|
|
14
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.19M
|
+$226K
|
+8,255
|
+5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.06M
|
-$328K
|
-11,965
|
-7%
|
|
|
16
|
NWAM LLC
Mercer Island,
Washington
|
$3.79M
|
-$794K
|
-28,965
|
-16%
|
|
|
17
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$3.69M
|
+$4.03M
|
+147,147
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.54M
|
-$2.41M
|
-87,988
|
-38%
|
|
|
19
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.49M
|
+$906K
|
+33,078
|
+32%
|
|
|
20
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$3.42M
|
+$146K
|
+5,323
|
+4%
|
|
|
21
|
VCI Wealth Management
St Louis,
Missouri
|
$3.37M
|
+$3.69M
|
+134,598
|
New
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$3.28M
|
+$1.69M
|
+61,758
|
+89%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.26M
|
-$876K
|
-31,978
|
-20%
|
|
|
24
|
|
$3.01M
|
-$3.82M
|
-139,510
|
-54%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.89M
|
-$239K
|
-8,717
|
-7%
|
|
