|
1
|
Bank of America
Charlotte,
North Carolina
|
$172M
|
-$9.26M
|
-92,529
|
-5%
|
|
|
2
|
|
$136M
|
-$46.7M
|
-466,313
|
-26%
|
|
|
3
|
|
$80.5M
|
+$68.4M
|
+682,876
|
+562%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$79.5M
|
-$5.59M
|
-55,812
|
-7%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59M
|
-$5M
|
-49,926
|
-8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$45.3M
|
-$580K
|
-5,797
|
-1%
|
|
|
7
|
Acorns Advisers
Irvine,
California
|
$32.1M
|
+$816K
|
+8,155
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$30.1M
|
-$8M
|
-79,883
|
-21%
|
|
|
9
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$17.8M
|
+$2.31M
|
+23,103
|
+15%
|
|
|
10
|
|
$17.1M
|
+$279K
|
+2,788
|
+2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$16.9M
|
+$2.72M
|
+27,167
|
+19%
|
|
|
12
|
L.J. Altfest & Co
New York
|
$13.5M
|
+$7.87M
|
+78,573
|
+138%
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
$12.2M
|
+$10.8M
|
+107,430
|
+753%
|
|
|
14
|
Financial Partners Capital Management
New York
|
$11.4M
|
-$1.99M
|
-19,845
|
-15%
|
|
|
15
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$10.6M
|
-$285K
|
-2,849
|
-3%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$10.2M
|
+$9.98M
|
+99,644
|
+4,253%
|
|
|
17
|
Winch Advisory Services
Appleton,
Wisconsin
|
$8.48M
|
+$2.7M
|
+27,015
|
+47%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$8.08M
|
-$79.2K
|
-791
|
-1%
|
|
|
19
|
Snider Financial Group
Bellevue,
Washington
|
$7.86M
|
+$7.86M
|
+78,473
|
New
|
|
|
20
|
Coyle Financial Counsel
Glenview,
Illinois
|
$7.5M
|
+$5.02M
|
+50,148
|
+203%
|
|
|
21
|
Level Four Advisory Services
Dallas,
Texas
|
$7.26M
|
+$1.52M
|
+15,145
|
+26%
|
|
|
22
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$6.82M
|
-$2.53M
|
-25,280
|
-27%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.78M
|
+$5.37M
|
+53,586
|
+379%
|
|
|
24
|
Ellsworth Advisors
Hudson,
Ohio
|
$6.77M
|
-$162K
|
-1,622
|
-2%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.13M
|
+$1.33M
|
+13,328
|
+28%
|
|
