|
1
|
|
$73.6M
|
+$920K
|
+5,881
|
+1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$54.3M
|
+$960K
|
+6,138
|
+2%
|
|
|
3
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$27M
|
+$26M
|
+166,109
|
New
|
|
|
4
|
Savant Capital
Rockford,
Illinois
|
$25M
|
-$124K
|
-794
|
-0.5%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.5M
|
-$321K
|
-2,051
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$21.9M
|
-$1.25K
|
-8
|
-0%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$18.2M
|
+$355K
|
+2,267
|
+2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.1M
|
-$587K
|
-3,754
|
-3%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$15.6M
|
-$802K
|
-5,127
|
-5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.8M
|
-$3.35M
|
-21,393
|
-23%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
-$55.1K
|
-352
|
-0.5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.92M
|
+$796K
|
+5,087
|
+9%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.76M
|
+$147K
|
+939
|
+2%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.8M
|
+$158K
|
+1,010
|
+2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.99M
|
+$202K
|
+1,291
|
+3%
|
|
|
16
|
Steinberganna Wealth Management
Huntington,
New York
|
$6.48M
|
+$6.24M
|
+39,892
|
New
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.43M
|
+$79.3K
|
+507
|
+1%
|
|
|
18
|
|
$6.38M
|
+$2.97M
|
+18,962
|
+93%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$6.18M
|
-$1.88K
|
-12
|
-0%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$5.66M
|
+$620K
|
+3,961
|
+13%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$5.55M
|
-$5.64M
|
-36,031
|
-51%
|
|
|
22
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$5.31M
|
-$194K
|
-1,239
|
-4%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$5.05M
|
-$406K
|
-2,596
|
-8%
|
|
|
24
|
Aspiriant LLC
Los Angeles,
California
|
$4.83M
|
–
|
–
|
–
|
|
|
25
|
Bank of New York Mellon
New York
|
$4.81M
|
-$42.6K
|
-272
|
-0.9%
|
|
