|
1
|
|
$104M
|
+$3.79M
|
+61,451
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$67.6M
|
+$63.6M
|
+1,030,930
|
+1,076%
|
|
|
3
|
|
$16.5M
|
+$12.9M
|
+208,313
|
+312%
|
|
|
4
|
|
$16M
|
-$6.28M
|
-101,807
|
-28%
|
|
|
5
|
Richard Bernstein Advisors
New York
|
$7.89M
|
+$100K
|
+1,626
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.35M
|
-$1.28M
|
-20,762
|
-16%
|
|
|
7
|
|
$5.91M
|
-$301K
|
-4,878
|
-5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.76M
|
-$788K
|
-12,761
|
-12%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.26M
|
+$2.79M
|
+45,176
|
+106%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$4.56M
|
-$142K
|
-2,304
|
-3%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.17M
|
+$4.29M
|
+69,525
|
New
|
|
|
12
|
Fortis Advisors
Wayne,
Pennsylvania
|
$4.1M
|
+$716K
|
+11,598
|
+14%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.04M
|
-$204K
|
-3,307
|
-6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.96M
|
-$860K
|
-13,929
|
-22%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.94M
|
-$343K
|
-5,555
|
-10%
|
|
|
16
|
Slow Capital
Greenbrae,
California
|
$2.93M
|
+$106K
|
+1,715
|
+4%
|
|
|
17
|
Fisher Asset Management
Camas,
Washington
|
$2.72M
|
-$86.6K
|
-1,403
|
-3%
|
|
|
18
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$2.1M
|
–
|
–
|
–
|
|
|
19
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$2.03M
|
-$149K
|
-2,411
|
-7%
|
|
|
20
|
Barclays
London,
United Kingdom
|
$1.78M
|
+$1.29M
|
+20,862
|
+238%
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.78M
|
+$1.83M
|
+29,649
|
New
|
|
|
22
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.77M
|
-$339K
|
-5,499
|
-16%
|
|
|
23
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.5M
|
–
|
–
|
–
|
|
|
24
|
|
$1.45M
|
+$469K
|
+7,603
|
+46%
|
|
|
25
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.38M
|
–
|
–
|
–
|
|
