|
1
|
Wells Fargo
San Francisco,
California
|
$42.9M
|
+$11.9M
|
+509,299
|
+36%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$35.8M
|
+$3.58M
|
+152,965
|
+11%
|
|
|
3
|
|
$22.2M
|
+$921K
|
+39,291
|
+4%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$20.4M
|
+$636K
|
+27,117
|
+3%
|
|
|
5
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$14.1M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$13.6M
|
+$1.2M
|
+51,102
|
+9%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$1.26M
|
+53,963
|
+13%
|
|
|
8
|
Park National Corp
Newark,
Ohio
|
$9.35M
|
+$1.66M
|
+70,729
|
+20%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$8.47M
|
-$10.4M
|
-443,018
|
-54%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.63M
|
+$2.62M
|
+111,976
|
+60%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.98M
|
-$97K
|
-4,139
|
-2%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$4.95M
|
+$5.22M
|
+222,615
|
New
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.06M
|
+$77.5K
|
+3,305
|
+2%
|
|
|
14
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$3.85M
|
+$203K
|
+8,643
|
+5%
|
|
|
15
|
|
$3.6M
|
+$3.8M
|
+162,024
|
New
|
|
|
16
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$3.24M
|
+$56.8K
|
+2,423
|
+2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.86M
|
-$225K
|
-9,592
|
-7%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.71M
|
+$292K
|
+12,469
|
+11%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$2.63M
|
-$23.2K
|
-992
|
-0.8%
|
|
|
20
|
Creekside Partners
Petaluma,
California
|
$2.52M
|
-$125K
|
-5,316
|
-4%
|
|
|
21
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$2.48M
|
+$507K
|
+21,619
|
+24%
|
|
|
22
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.43M
|
+$2.11M
|
+89,941
|
+462%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.36M
|
+$205K
|
+8,726
|
+9%
|
|
|
24
|
SMART Wealth
Omaha,
Nebraska
|
$2.31M
|
+$225K
|
+9,617
|
+10%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.25M
|
-$70.8K
|
-3,023
|
-3%
|
|
