|
1
|
|
$40.1M
|
-$981K
|
-27,861
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$32.7M
|
-$1.36M
|
-38,576
|
-4%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$17.5M
|
-$924K
|
-26,247
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
+$173K
|
+4,899
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
-$1.11M
|
-31,537
|
-9%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.05M
|
-$345K
|
-9,801
|
-4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.96M
|
-$369K
|
-10,480
|
-5%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.01M
|
-$310K
|
-8,796
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.48M
|
-$230K
|
-6,539
|
-4%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.35M
|
-$72.9K
|
-2,070
|
-1%
|
|
|
11
|
|
$5.21M
|
-$192K
|
-5,452
|
-4%
|
|
|
12
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$4.44M
|
+$99.1K
|
+2,813
|
+2%
|
|
|
13
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$4.07M
|
+$3.92M
|
+111,381
|
New
|
|
|
14
|
Towerpoint Wealth
Sacramento,
California
|
$3.87M
|
-$189K
|
-5,364
|
-5%
|
|
|
15
|
|
$3.73M
|
-$57.9K
|
-1,645
|
-2%
|
|
|
16
|
Empirical Wealth Management
Seattle,
Washington
|
$3.64M
|
-$13.2K
|
-375
|
-0.4%
|
|
|
17
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$3.42M
|
-$556K
|
-15,797
|
-14%
|
|
|
18
|
Allen Capital Group
Grand Island,
Nebraska
|
$3.38M
|
+$11.3K
|
+321
|
+0.3%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.08M
|
-$114K
|
-3,249
|
-4%
|
|
|
20
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.77M
|
–
|
–
|
–
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$2.77M
|
-$82.4K
|
-2,339
|
-3%
|
|
|
22
|
|
$2.56M
|
-$256K
|
-7,264
|
-9%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.45M
|
-$19.3K
|
-547
|
-0.8%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.42M
|
-$102K
|
-2,905
|
-4%
|
|
|
25
|
Beta Wealth Group
San Diego,
California
|
$2.39M
|
+$2.3M
|
+65,365
|
New
|
|
