|
1
|
Bank of America
Charlotte,
North Carolina
|
$48.5M
|
-$1.24M
|
-31,169
|
-3%
|
|
|
2
|
|
$36.4M
|
+$6.65M
|
+167,156
|
+23%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.5M
|
+$23.3M
|
+584,862
|
+296%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$26.7M
|
+$578K
|
+14,531
|
+2%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$24M
|
-$947K
|
-23,796
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$20.3M
|
+$2.6M
|
+65,385
|
+15%
|
|
|
7
|
|
$16M
|
+$170K
|
+4,280
|
+1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
-$226K
|
-5,679
|
-2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.6M
|
-$3.23M
|
-81,163
|
-19%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.72M
|
+$955K
|
+24,000
|
+12%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$7.48M
|
+$33.6K
|
+845
|
+0.5%
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.67M
|
+$6.6M
|
+165,713
|
+92,063%
|
|
|
13
|
Merriman Wealth Management
Seattle,
Washington
|
$6.4M
|
-$141K
|
-3,532
|
-2%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$5.12M
|
+$615K
|
+15,449
|
+14%
|
|
|
15
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$5M
|
-$216K
|
-5,428
|
-4%
|
|
|
16
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$4.96M
|
-$16K
|
-402
|
-0.3%
|
|
|
17
|
|
$4.51M
|
-$302K
|
-7,596
|
-6%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$4.39M
|
-$7.09K
|
-178
|
-0.2%
|
|
|
19
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$4.26M
|
+$767K
|
+19,270
|
+22%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.77M
|
+$349K
|
+8,766
|
+10%
|
|
|
21
|
|
$3.73M
|
-$130K
|
-3,276
|
-3%
|
|
|
22
|
Towerpoint Wealth
Sacramento,
California
|
$3.69M
|
+$52K
|
+1,305
|
+1%
|
|
|
23
|
Allen Capital Group
Grand Island,
Nebraska
|
$3.47M
|
-$15K
|
-378
|
-0.4%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.62M
|
-$79.9K
|
-2,007
|
-3%
|
|
|
25
|
|
$2.3M
|
+$967K
|
+24,282
|
+74%
|
|
