|
1
|
LPL Financial
San Diego,
California
|
$236M
|
-$33M
|
-752,615
|
-13%
|
|
|
2
|
|
$194M
|
-$103M
|
-2,350,532
|
-35%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$132M
|
-$28.3M
|
-647,407
|
-18%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$73.6M
|
-$3.49M
|
-79,593
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.6M
|
-$1.59M
|
-36,328
|
-3%
|
|
|
6
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$53.2M
|
-$22.9M
|
-521,961
|
-31%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$49.7M
|
-$4.69M
|
-107,066
|
-9%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$46.9M
|
-$2.26M
|
-51,572
|
-5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$41.7M
|
-$36M
|
-823,276
|
-47%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$35.6M
|
-$778K
|
-17,777
|
-2%
|
|
|
11
|
Falcon Wealth Planning
Ontario,
California
|
$33.5M
|
+$1.52M
|
+34,766
|
+5%
|
|
|
12
|
Eagle Strategies
New York
|
$32.9M
|
+$1.93M
|
+43,974
|
+6%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.7M
|
+$1.11M
|
+25,396
|
+4%
|
|
|
14
|
Trilogy Capital
Irvine,
California
|
$28.5M
|
-$200K
|
-4,575
|
-0.7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.5M
|
+$1.85M
|
+42,217
|
+8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$23.7M
|
-$5.06M
|
-115,481
|
-18%
|
|
|
17
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$22.3M
|
-$396K
|
-9,040
|
-2%
|
|
|
18
|
Prism Advisors
Studio City,
California
|
$21.4M
|
-$3.55M
|
-81,116
|
-15%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$18.9M
|
-$2.16M
|
-49,316
|
-11%
|
|
|
20
|
|
$18M
|
+$6.19M
|
+141,453
|
+55%
|
|
|
21
|
WESCAP Management Group
Glendale,
California
|
$17.9M
|
-$867K
|
-19,804
|
-5%
|
|
|
22
|
Summit Asset Management
Memphis,
Tennessee
|
$17.2M
|
+$83.6K
|
+1,909
|
+0.5%
|
|
|
23
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$16.7M
|
+$306K
|
+6,985
|
+2%
|
|
|
24
|
Berkeley Inc
Boise,
Idaho
|
$16.6M
|
+$3.05M
|
+69,731
|
+23%
|
|
|
25
|
Pathstone Holdings
Englewood,
New Jersey
|
$15.9M
|
+$12.5M
|
+285,475
|
+81%
|
|
