|
1
|
|
$150M
|
+$31.7M
|
+1,028,794
|
+24%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
-$59.8M
|
-1,944,562
|
-34%
|
|
|
3
|
|
$61.1M
|
+$370K
|
+12,028
|
+0.6%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.8M
|
-$3.72M
|
-120,762
|
-7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$38.9M
|
+$5.64M
|
+183,368
|
+15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$27M
|
+$7.14M
|
+232,080
|
+31%
|
|
|
7
|
Colony Group
Boston,
Massachusetts
|
$25.9M
|
+$4.46M
|
+144,932
|
+18%
|
|
|
8
|
|
$16.7M
|
+$1.71M
|
+55,663
|
+10%
|
|
|
9
|
SigFig Wealth Management
San Francisco,
California
|
$11.1M
|
+$1.42M
|
+46,089
|
+13%
|
|
|
10
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$9.81M
|
+$10.8M
|
+352,240
|
New
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.31M
|
-$13.1M
|
-426,868
|
-56%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$8.53M
|
+$3.04M
|
+98,776
|
+45%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.43M
|
+$7.55M
|
+245,322
|
+430%
|
|
|
14
|
Lucia Wealth Services
San Diego,
California
|
$8.02M
|
-$3.15M
|
-102,281
|
-26%
|
|
|
15
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$7.92M
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.88M
|
+$3.72M
|
+120,777
|
+75%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$7.43M
|
+$194K
|
+6,315
|
+2%
|
|
|
18
|
|
$7.13M
|
-$3.43M
|
-111,335
|
-30%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.81M
|
+$7.52M
|
+244,510
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.6M
|
+$4.17M
|
+135,453
|
+134%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.28M
|
-$885K
|
-28,752
|
-11%
|
|
|
22
|
Trilogy Capital
Irvine,
California
|
$5.3M
|
-$255K
|
-8,293
|
-4%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$5.08M
|
+$870K
|
+28,290
|
+18%
|
|
|
24
|
First Foundation Advisors
Irvine,
California
|
$4.96M
|
-$2.47M
|
-80,281
|
-31%
|
|
|
25
|
|
$4.88M
|
-$469K
|
-15,231
|
-8%
|
|
