|
1
|
Bank of America
Charlotte,
North Carolina
|
$141M
|
-$12.7M
|
-407,248
|
-8%
|
|
|
2
|
|
$75.8M
|
-$37M
|
-1,185,732
|
-33%
|
|
|
3
|
|
$72.2M
|
-$1.22M
|
-39,031
|
-2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$50.6M
|
+$379K
|
+12,154
|
+0.8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$39.8M
|
-$5.5M
|
-176,128
|
-12%
|
|
|
6
|
Strategic Financial Services
Utica,
New York
|
$37.5M
|
+$12.4M
|
+397,199
|
+51%
|
|
|
7
|
Colony Group
Boston,
Massachusetts
|
$29M
|
-$66.9K
|
-2,144
|
-0.2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$21.4M
|
-$11.5M
|
-367,898
|
-35%
|
|
|
9
|
|
$19.6M
|
-$666K
|
-21,345
|
-3%
|
|
|
10
|
SigFig Wealth Management
San Francisco,
California
|
$16.8M
|
+$2.15M
|
+69,005
|
+15%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.8M
|
+$2.8M
|
+89,568
|
+21%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$16.5M
|
-$978K
|
-31,319
|
-6%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$14.1M
|
+$5.46M
|
+174,811
|
+65%
|
|
|
14
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$13.3M
|
+$706K
|
+22,614
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.6M
|
+$4.12M
|
+131,869
|
+50%
|
|
|
16
|
North American Management
Boston,
Massachusetts
|
$10.1M
|
+$9.97M
|
+319,281
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$9.06M
|
+$1.88M
|
+60,141
|
+27%
|
|
|
18
|
Lucia Wealth Services
San Diego,
California
|
$8.63M
|
-$2.23M
|
-71,312
|
-21%
|
|
|
19
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$8.59M
|
+$3.78M
|
+121,222
|
+81%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.55M
|
-$719K
|
-23,042
|
-8%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.37M
|
-$3.49M
|
-111,770
|
-30%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$8.17M
|
-$768K
|
-24,603
|
-9%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$6.2M
|
+$249K
|
+7,978
|
+4%
|
|
|
24
|
Trilogy Capital
Irvine,
California
|
$5.88M
|
-$119K
|
-3,802
|
-2%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$5.47M
|
+$698K
|
+22,356
|
+15%
|
|
