|
1
|
Charles Schwab
San Francisco,
California
|
$211M
|
-$52.3M
|
-1,211,209
|
-20%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$13.5M
|
+$36.6K
|
+847
|
+0.3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
-$515K
|
-11,930
|
-4%
|
|
|
4
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$11.3M
|
+$3.44M
|
+79,586
|
+44%
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
$10.8M
|
+$10.6M
|
+245,884
|
New
|
|
|
6
|
|
$10.6M
|
-$1.85M
|
-42,813
|
-15%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.78M
|
-$99.5K
|
-2,305
|
-1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$9.64M
|
-$399K
|
-9,246
|
-4%
|
|
|
9
|
Insight Wealth Strategies
San Ramon,
California
|
$7.98M
|
+$40.4K
|
+936
|
+0.5%
|
|
|
10
|
|
$6.79M
|
+$632K
|
+14,638
|
+10%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.43M
|
+$20.9K
|
+484
|
+0.3%
|
|
|
12
|
|
$6.11M
|
–
|
–
|
–
|
|
|
13
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$4.86M
|
-$48.5K
|
-1,124
|
-1%
|
|
|
14
|
Allianz Asset Management
Munich,
Germany
|
$3.62M
|
+$1.32M
|
+30,600
|
+59%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.5M
|
+$13.1K
|
+303
|
+0.5%
|
|
|
16
|
Summit Financial
Parsippany,
New Jersey
|
$2.26M
|
-$25.9K
|
-599
|
-1%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$2M
|
-$2.75M
|
-63,721
|
-58%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.81M
|
-$90K
|
-2,084
|
-5%
|
|
|
19
|
Flow Traders U.S.
New York
|
$1.74M
|
-$6.94M
|
-160,709
|
-80%
|
|
|
20
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.71M
|
-$42.6K
|
-986
|
-2%
|
|
|
21
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$1.69M
|
+$155K
|
+3,591
|
+10%
|
|
|
22
|
|
$1.5M
|
+$1.12M
|
+26,042
|
+318%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.39M
|
-$58.5K
|
-1,355
|
-4%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.24M
|
-$22.5K
|
-520
|
-2%
|
|
|
25
|
Sierra Capital
Miami,
Florida
|
$1.2M
|
–
|
–
|
–
|
|
