|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$148M
|
+$5.51M
|
+310,666
|
+4%
|
|
|
2
|
|
$18M
|
+$380K
|
+21,428
|
+2%
|
|
|
3
|
Pine Valley Investments
Marlton,
New Jersey
|
$16M
|
+$5.49M
|
+309,270
|
+53%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.4M
|
+$613K
|
+34,548
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$11.2M
|
-$1.96M
|
-110,502
|
-15%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$8.64M
|
+487,167
|
+349%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$8.63M
|
+486,262
|
+471%
|
|
|
8
|
|
$9.96M
|
+$779K
|
+43,901
|
+9%
|
|
|
9
|
Prentice Wealth Management
Rochester,
New York
|
$7.86M
|
+$326K
|
+18,396
|
+4%
|
|
|
10
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$4.86M
|
+$4.85M
|
+273,135
|
New
|
|
|
11
|
New Insight Wealth Advisors
San Ramon,
California
|
$2.84M
|
+$100K
|
+5,664
|
+4%
|
|
|
12
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.17M
|
-$1M
|
-56,604
|
-32%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.05M
|
+$276K
|
+15,566
|
+16%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.81M
|
+$92.2K
|
+5,199
|
+5%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.73M
|
+$1.73M
|
+97,311
|
New
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.72M
|
+$1.71M
|
+96,492
|
New
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$1.72M
|
-$396K
|
-22,328
|
-19%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.58M
|
-$120K
|
-6,737
|
-7%
|
|
|
19
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.57M
|
+$99.4K
|
+5,601
|
+7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.43M
|
-$162K
|
-9,124
|
-10%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.17M
|
-$77.4K
|
-4,360
|
-6%
|
|
|
22
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.14M
|
+$450K
|
+25,345
|
+65%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.13M
|
-$76.1K
|
-4,291
|
-6%
|
|
|
24
|
First Foundation Advisors
Irvine,
California
|
$979K
|
-$915K
|
-51,595
|
-48%
|
|
|
25
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$910K
|
+$7.67K
|
+432
|
+0.9%
|
|
