|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$105M
|
-$41.1M
|
-2,344,961
|
-28%
|
|
|
2
|
Pine Valley Investments
Marlton,
New Jersey
|
$16.4M
|
+$538K
|
+30,682
|
+3%
|
|
|
3
|
|
$16.1M
|
-$1.76M
|
-100,334
|
-10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
-$1.25M
|
-71,345
|
-8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$808K
|
+46,088
|
+7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$10.6M
|
-$424K
|
-24,175
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$49.4K
|
+2,816
|
+0.5%
|
|
|
8
|
Prentice Wealth Management
Rochester,
New York
|
$8.87M
|
+$1.06M
|
+60,538
|
+14%
|
|
|
9
|
|
$8.08M
|
-$1.79M
|
-101,888
|
-18%
|
|
|
10
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$5.02M
|
+$200K
|
+11,385
|
+4%
|
|
|
11
|
New Insight Wealth Advisors
San Ramon,
California
|
$2.58M
|
-$239K
|
-13,626
|
-9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.03M
|
+$3.3K
|
+188
|
+0.2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.97M
|
+$170K
|
+9,706
|
+10%
|
|
|
14
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.7M
|
+$147K
|
+8,395
|
+10%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.57M
|
-$151K
|
-8,583
|
-9%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.35M
|
-$72.1K
|
-4,112
|
-5%
|
|
|
17
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.27M
|
-$878K
|
-50,034
|
-41%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.23M
|
-$330K
|
-18,807
|
-21%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.14M
|
+$21.9K
|
+1,249
|
+2%
|
|
|
20
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.08M
|
-$53.3K
|
-3,039
|
-5%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.03M
|
+$154K
|
+8,800
|
+18%
|
|
|
22
|
First Foundation Advisors
Irvine,
California
|
$968K
|
-$4.09K
|
-233
|
-0.4%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$964K
|
-$196K
|
-11,189
|
-17%
|
|
|
24
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$901K
|
-$1.88K
|
-107
|
-0.2%
|
|
|
25
|
Millington Financial Advisors
Naperville,
Illinois
|
$848K
|
+$14.4K
|
+822
|
+2%
|
|
