|
1
|
Charles Schwab
San Francisco,
California
|
$177M
|
-$8.45M
|
-327,872
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$58.2M
|
+$7.47M
|
+289,732
|
+16%
|
|
|
3
|
AllianceBernstein
Nashville,
Tennessee
|
$20.1M
|
+$27.6K
|
+1,071
|
+0.1%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.2M
|
+$925K
|
+35,883
|
+7%
|
|
|
5
|
|
$6.76M
|
-$2.21M
|
-85,880
|
-26%
|
|
|
6
|
Evolution Wealth Advisors
Aventura,
Florida
|
$6.11M
|
-$1.03M
|
-39,930
|
-15%
|
|
|
7
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.1M
|
+$358K
|
+13,900
|
+7%
|
|
|
8
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$5.65M
|
-$42.3K
|
-1,640
|
-0.8%
|
|
|
9
|
|
$5.61M
|
+$2.26M
|
+87,694
|
+73%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.26M
|
+$365K
|
+14,162
|
+8%
|
|
|
11
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.47M
|
-$36.1K
|
-1,400
|
-0.8%
|
|
|
12
|
NWAM LLC
Mercer Island,
Washington
|
$4.09M
|
+$1.24K
|
+48
|
+0%
|
|
|
13
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$3.95M
|
+$253K
|
+9,827
|
+7%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$3.83M
|
+$277K
|
+10,765
|
+8%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.76M
|
-$587K
|
-22,781
|
-14%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.75M
|
+$224K
|
+8,710
|
+7%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$3.53M
|
-$2.39M
|
-92,679
|
-41%
|
|
|
18
|
Atomi Financial Group
New York
|
$3.52M
|
+$1.34M
|
+52,072
|
+67%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.25M
|
-$546K
|
-21,185
|
-15%
|
|
|
20
|
VCI Wealth Management
St Louis,
Missouri
|
$3.18M
|
-$430K
|
-16,675
|
-12%
|
|
|
21
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$3.1M
|
+$142K
|
+5,510
|
+5%
|
|
|
22
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.84M
|
+$1.25M
|
+48,336
|
+85%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.63M
|
-$463K
|
-17,969
|
-16%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$2.58M
|
+$192K
|
+7,441
|
+8%
|
|
|
25
|
Axiom Advisory
San Diego,
California
|
$2.03M
|
+$130K
|
+5,029
|
+7%
|
|
