|
1
|
Charles Schwab
San Francisco,
California
|
$936M
|
+$21.2M
|
+814,198
|
+2%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$50.7M
|
+$844K
|
+32,379
|
+2%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$41.8M
|
+$516K
|
+19,793
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$27.9M
|
+$410K
|
+15,738
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$23.1M
|
-$218K
|
-8,382
|
-1%
|
|
|
6
|
|
$20M
|
-$993K
|
-38,109
|
-5%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$16.2M
|
+$14.7K
|
+564
|
+0.1%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$14.2M
|
+$665K
|
+25,539
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.1M
|
-$218K
|
-8,363
|
-2%
|
|
|
10
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$11.7M
|
-$1.87M
|
-71,643
|
-14%
|
|
|
11
|
Coldstream Capital Management
Bellevue,
Washington
|
$11.5M
|
-$414K
|
-15,884
|
-4%
|
|
|
12
|
Columbus Macro
New Castle,
Pennsylvania
|
$11.3M
|
-$102K
|
-3,925
|
-0.9%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$11.2M
|
+$507K
|
+19,478
|
+5%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.75M
|
-$46.4K
|
-1,780
|
-0.5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.73M
|
-$135K
|
-5,163
|
-2%
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
$7.63M
|
+$425K
|
+16,297
|
+6%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.29M
|
-$521K
|
-20,007
|
-7%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.29M
|
-$521K
|
-20,007
|
-7%
|
|
|
19
|
ETF Portfolio Partners
Leawood,
Kansas
|
$7.21M
|
+$6.92M
|
+265,541
|
New
|
|
|
20
|
White Pine Investment Company
Livonia,
Michigan
|
$7.19M
|
-$90.7K
|
-3,482
|
-1%
|
|
|
21
|
Systelligence LLC
Bloomington,
Minnesota
|
$6M
|
+$411K
|
+15,789
|
+8%
|
|
|
22
|
RiverFront Investment Group
Richmond,
Virginia
|
$5.46M
|
-$180K
|
-6,900
|
-3%
|
|
|
23
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$5.37M
|
-$1.02M
|
-39,298
|
-17%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.28M
|
+$157K
|
+6,010
|
+3%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$5.24M
|
-$1.88M
|
-72,177
|
-27%
|
|
