|
1
|
Bank of America
Charlotte,
North Carolina
|
$59M
|
-$23.8M
|
-616,513
|
-29%
|
|
|
2
|
|
$35.9M
|
-$26M
|
-672,181
|
-42%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.3M
|
-$1.59M
|
-41,154
|
-7%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.2M
|
-$747K
|
-19,324
|
-5%
|
|
|
5
|
|
$13M
|
+$565K
|
+14,626
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$12.3M
|
-$15.4M
|
-397,973
|
-56%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
-$4.32M
|
-111,808
|
-26%
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$10.2M
|
+$291K
|
+7,532
|
+3%
|
|
|
9
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$6.51M
|
-$64.4K
|
-1,667
|
-1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.73M
|
-$2.21M
|
-57,221
|
-28%
|
|
|
11
|
|
$4.7M
|
+$4.37M
|
+112,983
|
+1,403%
|
|
|
12
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$4.64M
|
+$202K
|
+5,216
|
+5%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.55M
|
-$15K
|
-388
|
-0.3%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$4.48M
|
+$47.2K
|
+1,221
|
+1%
|
|
|
15
|
Principal Financial Group
Des Moines,
Iowa
|
$4.09M
|
-$332K
|
-8,600
|
-8%
|
|
|
16
|
Well Done LLC
Holland,
Michigan
|
$3.9M
|
-$109K
|
-2,823
|
-3%
|
|
|
17
|
Great Lakes Retirement
Sandusky,
Ohio
|
$3.87M
|
+$129K
|
+3,336
|
+3%
|
|
|
18
|
Theory Financial
Fort Collins,
Colorado
|
$3.57M
|
+$225K
|
+5,819
|
+7%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.15M
|
+$215K
|
+5,559
|
+7%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$3M
|
-$14.8M
|
-383,299
|
-83%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$2.87M
|
-$373K
|
-9,655
|
-12%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.72M
|
+$59.2K
|
+1,532
|
+2%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$2.63M
|
-$52.1K
|
-1,348
|
-2%
|
|
|
24
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.57M
|
-$23K
|
-596
|
-0.9%
|
|
|
25
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.2M
|
+$12.2K
|
+315
|
+0.6%
|
|
