|
1
|
Bank of America
Charlotte,
North Carolina
|
$622M
|
+$14.9M
|
+249,213
|
+2%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$208M
|
-$10.2M
|
-169,738
|
-4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$110M
|
+$1.91M
|
+31,875
|
+2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73.4M
|
+$13.8M
|
+231,217
|
+22%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$65.9M
|
-$698K
|
-11,675
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.8M
|
+$2.46M
|
+41,183
|
+4%
|
|
|
7
|
Connectus Wealth
Cincinnati,
Ohio
|
$55.7M
|
+$53.3M
|
+891,081
|
New
|
|
|
8
|
|
$41.5M
|
-$19.1M
|
-319,122
|
-31%
|
|
|
9
|
|
$41.1M
|
+$42.8M
|
+715,665
|
New
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$40.4M
|
+$3.99M
|
+66,722
|
+10%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$39.6M
|
-$2.9M
|
-48,455
|
-7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$23.2M
|
-$749K
|
-12,516
|
-3%
|
|
|
13
|
PFS Investments
Duluth,
Georgia
|
$21.8M
|
+$3.38M
|
+56,446
|
+17%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$20.3M
|
-$2.99M
|
-49,917
|
-12%
|
|
|
15
|
Private Ocean
San Rafael,
California
|
$18.5M
|
-$167K
|
-2,789
|
-0.9%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.3M
|
-$2.34M
|
-39,125
|
-11%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$17.1M
|
-$1.97M
|
-32,956
|
-10%
|
|
|
18
|
Focused Wealth Management
Newburgh,
New York
|
$16.2M
|
+$1.18M
|
+19,660
|
+8%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$14.8M
|
+$383K
|
+6,396
|
+3%
|
|
|
20
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$12.3M
|
-$31.5K
|
-527
|
-0.2%
|
|
|
21
|
|
$10.4M
|
-$426K
|
-7,113
|
-4%
|
|
|
22
|
Regions Financial Corp
Birmingham,
Alabama
|
$10.2M
|
+$4.8M
|
+80,191
|
+82%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.81M
|
+$2.37M
|
+39,663
|
+30%
|
|
|
24
|
|
$8.98M
|
-$3.62M
|
-60,436
|
-41%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.67M
|
+$606K
|
+10,125
|
+7%
|
|
