|
1
|
|
$832M
|
-$8.76M
|
-160,395
|
-1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$80.2M
|
-$497K
|
-9,090
|
-0.6%
|
|
|
3
|
FDx Advisors
Chicago,
Illinois
|
$40.6M
|
-$1.73M
|
-31,720
|
-4%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40.1M
|
+$1.96M
|
+35,806
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$39.3M
|
+$22.3M
|
+408,874
|
+133%
|
|
|
6
|
|
$27.2M
|
+$7.83M
|
+143,295
|
+41%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.3M
|
-$216K
|
-3,956
|
-0.9%
|
|
|
8
|
|
$23.3M
|
–
|
–
|
–
|
|
|
9
|
WealthStone
Columbus,
Ohio
|
$20.6M
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$20.2M
|
+$115K
|
+2,114
|
+0.6%
|
|
|
11
|
First Allied Advisory Services
San Diego,
California
|
$15.6M
|
-$303K
|
-5,539
|
-2%
|
|
|
12
|
Columbus Macro
New Castle,
Pennsylvania
|
$14.5M
|
-$472K
|
-8,641
|
-3%
|
|
|
13
|
Wealthquest
Cincinnati,
Ohio
|
$12.5M
|
-$307K
|
-5,618
|
-3%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$10.1M
|
+$6.44M
|
+117,868
|
+176%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$7.92M
|
+$7.89M
|
+144,464
|
New
|
|
|
16
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$7.79M
|
-$44.5K
|
-815
|
-0.6%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$6.5M
|
+$2.96M
|
+54,238
|
+84%
|
|
|
18
|
Global Financial Private Capital
Sarasota,
Florida
|
$5.39M
|
+$5.37M
|
+98,363
|
New
|
|
|
19
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$5.12M
|
+$523K
|
+9,571
|
+11%
|
|
|
20
|
Sigma Investment Counselors
Northville,
Michigan
|
$4.76M
|
+$18K
|
+330
|
+0.4%
|
|
|
21
|
Brinker Capital
Berwyn,
Pennsylvania
|
$4.67M
|
+$150K
|
+2,749
|
+3%
|
|
|
22
|
MV Capital Management
Bethesda,
Maryland
|
$4.25M
|
+$84.7K
|
+1,551
|
+2%
|
|
|
23
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$4.12M
|
+$397K
|
+7,261
|
+11%
|
|
|
24
|
|
$3.85M
|
-$35.1M
|
-641,884
|
-90%
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.09M
|
-$759K
|
-13,901
|
-20%
|
|
