|
1
|
Charles Schwab
San Francisco,
California
|
$283M
|
+$283M
|
+7,259,426
|
New
|
|
|
2
|
Allianz Asset Management
Munich,
Germany
|
$20.4M
|
+$20.4M
|
+523,079
|
New
|
|
|
3
|
|
$14M
|
-$860K
|
-22,093
|
-6%
|
|
|
4
|
Insight Wealth Strategies
San Ramon,
California
|
$13.4M
|
+$13.4M
|
+343,616
|
New
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$11.4M
|
+$255K
|
+6,556
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$11M
|
+$6.2M
|
+159,195
|
+129%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$1.9M
|
+48,854
|
+22%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$9.89M
|
-$500K
|
-12,833
|
-5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$8.57M
|
-$4.53M
|
-116,235
|
-35%
|
|
|
10
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$6.94M
|
-$262K
|
-6,738
|
-4%
|
|
|
11
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$6.82M
|
-$1.83M
|
-46,974
|
-21%
|
|
|
12
|
|
$6.61M
|
+$1.92M
|
+49,304
|
+41%
|
|
|
13
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$6.17M
|
-$29.9K
|
-769
|
-0.5%
|
|
|
14
|
|
$6.06M
|
+$1.26M
|
+32,459
|
+26%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.87M
|
-$2.09M
|
-53,632
|
-26%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$4.51M
|
-$2.18M
|
-55,988
|
-33%
|
|
|
17
|
Evolution Wealth Advisors
Aventura,
Florida
|
$3.52M
|
-$246K
|
-6,310
|
-7%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.79M
|
-$424K
|
-10,890
|
-13%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$2.65M
|
-$172K
|
-4,405
|
-6%
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.22M
|
+$1.38M
|
+35,342
|
+163%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.01M
|
+$89.9K
|
+2,309
|
+5%
|
|
|
22
|
Summit Financial
Parsippany,
New Jersey
|
$1.82M
|
+$1.82M
|
+46,709
|
New
|
|
|
23
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.59M
|
+$110K
|
+2,825
|
+7%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.58M
|
-$21.8K
|
-561
|
-1%
|
|
|
25
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$1.34M
|
+$1.34M
|
+34,305
|
New
|
|
