|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$120M
|
+$9.9M
|
+547,848
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$20.6M
|
+$5.78M
|
+319,082
|
+40%
|
|
|
3
|
Pine Valley Investments
Marlton,
New Jersey
|
$20.5M
|
+$3.3M
|
+182,219
|
+20%
|
|
|
4
|
|
$18.4M
|
+$1.46M
|
+80,492
|
+9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$221K
|
+12,188
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$11.3M
|
+$373K
|
+20,568
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$10.6M
|
-$551K
|
-30,400
|
-5%
|
|
|
8
|
Prentice Wealth Management
Rochester,
New York
|
$9.6M
|
+$261K
|
+14,392
|
+3%
|
|
|
9
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$5.65M
|
+$388K
|
+21,386
|
+8%
|
|
|
10
|
|
$4.17M
|
+$3.59M
|
+198,288
|
+722%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.02M
|
+$868K
|
+47,898
|
+42%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.92M
|
-$136K
|
-7,476
|
-7%
|
|
|
13
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.83M
|
+$40.8K
|
+2,249
|
+2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.4M
|
-$8.72K
|
-481
|
-0.6%
|
|
|
15
|
New Insight Wealth Advisors
San Ramon,
California
|
$1.35M
|
-$1.32M
|
-73,003
|
-50%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.35M
|
-$287K
|
-15,834
|
-18%
|
|
|
17
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.3M
|
+$164K
|
+9,034
|
+15%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.18M
|
-$18.3K
|
-1,009
|
-2%
|
|
|
19
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.17M
|
-$155K
|
-8,571
|
-12%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$969K
|
-$315K
|
-17,354
|
-25%
|
|
|
21
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$942K
|
-$1.34K
|
-74
|
-0.1%
|
|
|
22
|
Millington Financial Advisors
Naperville,
Illinois
|
$933K
|
+$43.5K
|
+2,402
|
+5%
|
|
|
23
|
First Foundation Advisors
Irvine,
California
|
$845K
|
-$166K
|
-9,141
|
-17%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$670K
|
+$2.74K
|
+151
|
+0.4%
|
|
|
25
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$653K
|
+$490
|
+27
|
+0.1%
|
|
