|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$120M
|
+$5.55M
|
+309,580
|
+5%
|
|
|
2
|
Pine Valley Investments
Marlton,
New Jersey
|
$22.4M
|
+$3.03M
|
+169,095
|
+15%
|
|
|
3
|
|
$18.5M
|
+$1.09M
|
+60,772
|
+6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$16M
|
+$4.11M
|
+228,888
|
+33%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
-$4.72M
|
-263,320
|
-24%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
-$245K
|
-13,635
|
-2%
|
|
|
7
|
Prentice Wealth Management
Rochester,
New York
|
$9.57M
|
+$520K
|
+28,997
|
+6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.51M
|
-$1.56M
|
-86,954
|
-15%
|
|
|
9
|
|
$3.96M
|
+$2.28K
|
+127
|
+0.1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.96M
|
+$106K
|
+5,884
|
+4%
|
|
|
11
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$2.43M
|
+$2.49M
|
+138,783
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.89M
|
+$68.7K
|
+3,833
|
+4%
|
|
|
13
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.77M
|
+$44.1K
|
+2,457
|
+2%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.52M
|
+$966K
|
+53,856
|
+164%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.43M
|
+$97K
|
+5,411
|
+7%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.29M
|
+$180K
|
+10,040
|
+16%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.26M
|
-$20.7K
|
-1,155
|
-2%
|
|
|
18
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.16M
|
-$73.1K
|
-4,075
|
-6%
|
|
|
19
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.05M
|
+$159K
|
+8,888
|
+18%
|
|
|
20
|
New Insight Wealth Advisors
San Ramon,
California
|
$924K
|
-$363K
|
-20,263
|
-28%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$894K
|
+$393K
|
+21,916
|
+75%
|
|
|
22
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$876K
|
-$237K
|
-13,238
|
-21%
|
|
|
23
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$857K
|
-$37.7K
|
-2,102
|
-4%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$803K
|
-$118K
|
-6,601
|
-13%
|
|
|
25
|
First Foundation Advisors
Irvine,
California
|
$783K
|
-$18.7K
|
-1,044
|
-2%
|
|
