|
1
|
Bank of America
Charlotte,
North Carolina
|
$130M
|
-$12.4M
|
-140,661
|
-9%
|
|
|
2
|
|
$105M
|
+$4.69M
|
+53,408
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$77.8M
|
+$5.49M
|
+62,545
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$32.2M
|
-$1.7M
|
-19,307
|
-5%
|
|
|
5
|
626 Financial
Portage,
Michigan
|
$25.5M
|
-$1.67M
|
-18,982
|
-6%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$23.6M
|
+$1.21M
|
+13,828
|
+5%
|
|
|
7
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$23.2M
|
–
|
–
|
–
|
|
|
8
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$21.2M
|
-$837K
|
-9,530
|
-4%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$20.3M
|
-$999K
|
-11,373
|
-5%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$19.4M
|
+$2.15M
|
+24,416
|
+12%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$15.6M
|
-$1.13M
|
-12,888
|
-7%
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$12.9M
|
+$7.12M
|
+81,042
|
+118%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$12.7M
|
+$6.51M
|
+74,085
|
+101%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.4M
|
+$81.4K
|
+927
|
+0.7%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$12.3M
|
+$193K
|
+2,196
|
+2%
|
|
|
16
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.3M
|
+$1.58M
|
+18,026
|
+18%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.86M
|
+$150K
|
+1,702
|
+2%
|
|
|
18
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$8.64M
|
+$240K
|
+2,732
|
+3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$8.25M
|
+$387K
|
+4,409
|
+5%
|
|
|
20
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$7.24M
|
+$321K
|
+3,656
|
+5%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.63M
|
-$2.37M
|
-26,950
|
-26%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.21M
|
+$1.18M
|
+13,387
|
+23%
|
|
|
23
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$6.21M
|
+$404K
|
+4,603
|
+7%
|
|
|
24
|
|
$6.13M
|
+$161K
|
+1,829
|
+3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.01M
|
-$1.51M
|
-17,153
|
-20%
|
|
