|
1
|
Bank of New York Mellon
New York
|
$28.8M
|
-$3.4M
|
-142,890
|
-10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.8M
|
+$1.44M
|
+60,592
|
+6%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$24.9M
|
+$1.27M
|
+53,249
|
+5%
|
|
|
4
|
|
$24.6M
|
-$3.2M
|
-134,609
|
-11%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$22.9M
|
-$5.5M
|
-231,304
|
-19%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$22.1M
|
+$627K
|
+26,353
|
+3%
|
|
|
7
|
Capital Planning Advisors
Roseville,
California
|
$16.4M
|
-$1.12M
|
-47,053
|
-6%
|
|
|
8
|
Choice Wealth Advisors
Waterville,
Maine
|
$10.9M
|
+$386K
|
+16,212
|
+4%
|
|
|
9
|
Scarborough Advisors
Annapolis,
Maryland
|
$9.9M
|
+$1.94M
|
+81,661
|
+24%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$8.2M
|
-$552K
|
-23,195
|
-6%
|
|
|
11
|
|
$8.11M
|
+$5.14M
|
+215,956
|
+169%
|
|
|
12
|
LWM Advisory Services
Plantation,
Florida
|
$7.92M
|
+$7.42M
|
+312,038
|
+1,297%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$7.64M
|
-$1.77M
|
-74,225
|
-19%
|
|
|
14
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$7.05M
|
-$27.1K
|
-1,141
|
-0.4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$6.4M
|
+$103K
|
+4,326
|
+2%
|
|
|
16
|
Brio Consultants
San Francisco,
California
|
$5.71M
|
+$33.4K
|
+1,402
|
+0.6%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$5.67M
|
-$2.61M
|
-109,830
|
-31%
|
|
|
18
|
RhumbLine Advisers
Boston,
Massachusetts
|
$4.87M
|
-$64.7K
|
-2,720
|
-1%
|
|
|
19
|
|
$4.58M
|
+$629K
|
+26,448
|
+16%
|
|
|
20
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$4.52M
|
-$246K
|
-10,352
|
-5%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$3.99M
|
+$3.69M
|
+155,207
|
+1,119%
|
|
|
22
|
|
$3.6M
|
-$5.09M
|
-213,843
|
-58%
|
|
|
23
|
Ignite Planners
San Clemente,
California
|
$3.4M
|
+$519K
|
+21,823
|
+18%
|
|
|
24
|
LPWM LLC
Minneapolis,
Minnesota
|
$3.25M
|
+$53.4K
|
+2,244
|
+2%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.21M
|
-$48.6K
|
-2,042
|
-1%
|
|
