|
1
|
LPL Financial
San Diego,
California
|
$3.06M
|
+$215K
|
+12,727
|
+8%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$3M
|
+$2.48M
|
+146,316
|
+533%
|
|
|
3
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.96M
|
+$2.11M
|
+124,399
|
+265%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.42M
|
-$91.7K
|
-5,416
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.64M
|
+$609
|
+36
|
+0%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.63M
|
+$1.59M
|
+94,206
|
New
|
|
|
7
|
|
$1.6M
|
+$1.56M
|
+92,349
|
New
|
|
|
8
|
|
$1.48M
|
-$93.6K
|
-5,532
|
-6%
|
|
|
9
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$866K
|
+$848K
|
+50,100
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$826K
|
+$98.1K
|
+5,798
|
+14%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$704K
|
+$689K
|
+40,713
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$590K
|
-$60.8K
|
-3,594
|
-10%
|
|
|
13
|
Chandler Asset Management
San Diego,
California
|
$498K
|
–
|
–
|
–
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$460K
|
+$171K
|
+10,090
|
+61%
|
|
|
15
|
Liberty Wealth Management
Oakland,
California
|
$429K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$248K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$243K
|
-$42.6K
|
-2,520
|
-15%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$237K
|
-$7.16K
|
-423
|
-3%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$235K
|
–
|
–
|
–
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$231K
|
–
|
–
|
–
|
|
|
21
|
WealthShield Partners
Cary,
North Carolina
|
$199K
|
+$195K
|
+11,530
|
New
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$185K
|
+$184K
|
+10,852
|
New
|
|
|
23
|
Disciplined Investments
Tulsa,
Oklahoma
|
$143K
|
–
|
–
|
–
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$137K
|
–
|
–
|
–
|
|
|
25
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$89K
|
–
|
–
|
–
|
|
