|
1
|
State Street
Boston,
Massachusetts
|
$46.9M
|
-$1.55M
|
-52,400
|
-3%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$19.4M
|
+$18.8M
|
+637,640
|
New
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$19M
|
+$18.5M
|
+626,138
|
New
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$6.13M
|
-$11.3M
|
-380,973
|
-66%
|
|
|
5
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$5.54M
|
-$298K
|
-10,099
|
-5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.45M
|
+$5.31M
|
+179,607
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.14M
|
-$337K
|
-11,392
|
-14%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.51M
|
-$160K
|
-5,425
|
-10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.34M
|
-$59.3K
|
-2,008
|
-4%
|
|
|
10
|
|
$873K
|
-$358K
|
-12,109
|
-30%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$840K
|
+$21K
|
+710
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$794K
|
+$31.5K
|
+1,066
|
+4%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$759K
|
-$388K
|
-13,145
|
-34%
|
|
|
14
|
Detalus Advisors
St. Louis,
Missouri
|
$718K
|
–
|
–
|
–
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$676K
|
-$81.7K
|
-2,765
|
-11%
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$518K
|
+$48.1K
|
+1,628
|
+11%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$453K
|
-$209K
|
-7,073
|
-32%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$349K
|
-$46.1K
|
-1,560
|
-12%
|
|
|
19
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$285K
|
–
|
–
|
–
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$279K
|
-$40.3K
|
-1,364
|
-13%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$193K
|
-$11.2K
|
-380
|
-6%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$37K
|
+$36.4K
|
+1,231
|
New
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
24
|
|
$10K
|
-$443
|
-15
|
-4%
|
|
|
25
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$3K
|
+$2.96K
|
+100
|
New
|
|
