|
1
|
Charles Schwab
San Francisco,
California
|
$818M
|
-$24.5M
|
-966,138
|
-3%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$44.4M
|
+$3.08M
|
+121,685
|
+7%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37M
|
+$3.64M
|
+143,856
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$24.6M
|
+$957K
|
+37,793
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$20.9M
|
-$506K
|
-19,976
|
-2%
|
|
|
6
|
|
$18.8M
|
-$248K
|
-9,773
|
-1%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$14.4M
|
+$13.4K
|
+528
|
+0.1%
|
|
|
8
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12.2M
|
+$182K
|
+7,186
|
+1%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.1M
|
+$343K
|
+13,534
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
+$3.16M
|
+124,712
|
+34%
|
|
|
11
|
Coldstream Capital Management
Bellevue,
Washington
|
$10.7M
|
-$106K
|
-4,204
|
-0.9%
|
|
|
12
|
Columbus Macro
New Castle,
Pennsylvania
|
$10.2M
|
+$4.24M
|
+167,443
|
+67%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$9.59M
|
+$230K
|
+9,091
|
+2%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.87M
|
+$476K
|
+18,802
|
+6%
|
|
|
15
|
|
$7.21M
|
+$6.3M
|
+248,684
|
+518%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.04M
|
-$3.04M
|
-120,211
|
-29%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.01M
|
+$229K
|
+9,044
|
+3%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.01M
|
+$229K
|
+9,044
|
+3%
|
|
|
19
|
White Pine Investment Company
Livonia,
Michigan
|
$6.52M
|
-$2.24M
|
-88,366
|
-25%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$6.45M
|
+$1.89M
|
+74,700
|
+39%
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$6.44M
|
+$68.6K
|
+2,707
|
+1%
|
|
|
22
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$5.76M
|
+$3.15M
|
+124,535
|
+111%
|
|
|
23
|
RiverFront Investment Group
Richmond,
Virginia
|
$5.06M
|
+$188K
|
+7,437
|
+4%
|
|
|
24
|
Systelligence LLC
Bloomington,
Minnesota
|
$4.99M
|
+$5.2M
|
+205,407
|
New
|
|
|
25
|
Beta Wealth Group
San Diego,
California
|
$4.87M
|
+$72.7K
|
+2,870
|
+1%
|
|
