|
1
|
LPL Financial
San Diego,
California
|
$169M
|
+$8M
|
+205,725
|
+5%
|
|
|
2
|
Morningstar Investment Management
Chicago,
Illinois
|
$55.9M
|
+$21.6M
|
+555,742
|
+63%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54.9M
|
+$3.43M
|
+88,234
|
+7%
|
|
|
4
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$51M
|
+$1.82M
|
+46,761
|
+4%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$31.9M
|
-$309K
|
-7,934
|
-1%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$29.6M
|
-$15.9M
|
-407,737
|
-35%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$26.7M
|
+$655K
|
+16,839
|
+3%
|
|
|
8
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$22.6M
|
-$972K
|
-24,995
|
-4%
|
|
|
9
|
|
$20.9M
|
-$874K
|
-22,467
|
-4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
-$653K
|
-16,790
|
-3%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$18.8M
|
+$355K
|
+9,125
|
+2%
|
|
|
12
|
Arlington Partners
Birmingham,
Alabama
|
$17.1M
|
-$786K
|
-20,204
|
-4%
|
|
|
13
|
3D Asset Management
Hartford,
Connecticut
|
$14.4M
|
-$1.26M
|
-32,339
|
-8%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
+$4.3M
|
+110,609
|
+49%
|
|
|
15
|
|
$9.51M
|
-$32.7K
|
-842
|
-0.3%
|
|
|
16
|
Transform Wealth
Greenwood Village,
Colorado
|
$8.55M
|
+$8.56M
|
+220,192
|
New
|
|
|
17
|
First Allied Advisory Services
San Diego,
California
|
$8.22M
|
-$764K
|
-19,634
|
-8%
|
|
|
18
|
Columbus Macro
New Castle,
Pennsylvania
|
$8M
|
-$120K
|
-3,079
|
-1%
|
|
|
19
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$7.19M
|
-$6.28M
|
-161,469
|
-47%
|
|
|
20
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$7.17M
|
-$35K
|
-900
|
-0.5%
|
|
|
21
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$6.16M
|
+$821K
|
+21,119
|
+15%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$5.51M
|
-$13M
|
-334,071
|
-70%
|
|
|
23
|
RPTC Inc
Jackson,
Wyoming
|
$4.84M
|
+$55.4K
|
+1,424
|
+1%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$4.1M
|
-$1.55M
|
-39,829
|
-27%
|
|
|
25
|
Hamilton Capital
Columbus,
Ohio
|
$3.89M
|
+$146K
|
+3,764
|
+4%
|
|
