|
1
|
Charles Schwab
San Francisco,
California
|
$297M
|
-$371K
|
-9,350
|
-0.1%
|
|
|
2
|
|
$18M
|
+$3.1M
|
+78,155
|
+22%
|
|
|
3
|
Insight Wealth Strategies
San Ramon,
California
|
$13.9M
|
-$137K
|
-3,469
|
-1%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$12.3M
|
+$270K
|
+6,806
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
+$25.2K
|
+637
|
+0.2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
-$23.7K
|
-599
|
-0.2%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$10.4M
|
-$19.6K
|
-494
|
-0.2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$8.38M
|
-$629K
|
-15,876
|
-7%
|
|
|
9
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$7.67M
|
+$345K
|
+8,694
|
+5%
|
|
|
10
|
|
$6.36M
|
-$579K
|
-14,608
|
-9%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.08M
|
-$91.4K
|
-2,307
|
-2%
|
|
|
12
|
|
$5.62M
|
-$729K
|
-18,395
|
-12%
|
|
|
13
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$5.35M
|
-$1.76M
|
-44,523
|
-25%
|
|
|
14
|
Allianz Asset Management
Munich,
Germany
|
$4.04M
|
-$16.8M
|
-424,700
|
-81%
|
|
|
15
|
Flow Traders U.S.
New York
|
$3.55M
|
+$3.43M
|
+86,604
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.85M
|
-$87.4K
|
-2,205
|
-3%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$2.74M
|
-$52.2K
|
-1,317
|
-2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.35M
|
+$223K
|
+5,636
|
+11%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.09M
|
+$2.02M
|
+51,005
|
New
|
|
|
20
|
Summit Financial
Parsippany,
New Jersey
|
$2.03M
|
+$107K
|
+2,698
|
+6%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.93M
|
+$258K
|
+6,517
|
+16%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.87M
|
-$2.78M
|
-70,212
|
-61%
|
|
|
23
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.67M
|
-$9.55K
|
-241
|
-0.6%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.47M
|
-$838K
|
-21,142
|
-37%
|
|
|
25
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.45M
|
+$952K
|
+24,013
|
+202%
|
|
