|
1
|
|
$310M
|
+$78.3M
|
+782,981
|
+34%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$176M
|
-$58.5M
|
-584,907
|
-25%
|
|
|
3
|
|
$114M
|
+$980K
|
+9,794
|
+0.9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$68.1M
|
-$4.6M
|
-45,952
|
-6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.5M
|
-$6.61M
|
-66,070
|
-12%
|
|
|
6
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$41.9M
|
+$41.9M
|
+418,991
|
New
|
|
|
7
|
Acorns Advisers
Irvine,
California
|
$33.3M
|
+$59.7K
|
+597
|
+0.2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$28.6M
|
+$2.39M
|
+23,869
|
+9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$22.1M
|
-$21.4M
|
-213,838
|
-49%
|
|
|
10
|
CX Institutional
Auburn,
Indiana
|
$19.9M
|
+$4.98M
|
+49,801
|
+33%
|
|
|
11
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$19.5M
|
+$865K
|
+8,647
|
+5%
|
|
|
12
|
WealthPLAN Partners
Omaha,
Nebraska
|
$18M
|
-$453K
|
-4,532
|
-2%
|
|
|
13
|
|
$17.3M
|
+$20.8K
|
+208
|
+0.1%
|
|
|
14
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$14.3M
|
-$1.4M
|
-14,000
|
-9%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$14.1M
|
+$460K
|
+4,601
|
+3%
|
|
|
16
|
Coyle Financial Counsel
Glenview,
Illinois
|
$11.3M
|
+$1.49M
|
+14,886
|
+15%
|
|
|
17
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$9.65M
|
+$9.65M
|
+96,468
|
New
|
|
|
18
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$8.85M
|
+$8.85M
|
+88,443
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.74M
|
+$777K
|
+7,769
|
+10%
|
|
|
20
|
Winch Advisory Services
Appleton,
Wisconsin
|
$8.06M
|
-$260K
|
-2,596
|
-3%
|
|
|
21
|
Snider Financial Group
Bellevue,
Washington
|
$7.87M
|
–
|
–
|
–
|
|
|
22
|
Financial Partners Capital Management
New York
|
$7.58M
|
-$2.23M
|
-22,290
|
-23%
|
|
|
23
|
Level Four Advisory Services
Dallas,
Texas
|
$7.39M
|
+$116K
|
+1,159
|
+2%
|
|
|
24
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$6M
|
+$295K
|
+2,950
|
+5%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.98M
|
+$3.46M
|
+34,595
|
+138%
|
|
