|
1
|
Bank of America
Charlotte,
North Carolina
|
$74.4M
|
-$7.11M
|
-80,523
|
-9%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$39.1M
|
-$956K
|
-10,830
|
-2%
|
|
|
3
|
Perella Weinberg Partners Capital Management
New York
|
$38.4M
|
-$513K
|
-5,812
|
-1%
|
|
|
4
|
|
$35M
|
-$1.64M
|
-18,626
|
-4%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$34.5M
|
+$825K
|
+9,348
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$27.1M
|
+$1.27M
|
+14,368
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$22.3M
|
-$13.5M
|
-153,356
|
-37%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$18.6M
|
+$2.85M
|
+32,325
|
+18%
|
|
|
9
|
Money Design
Tokyo,
Japan
|
$18.2M
|
+$829K
|
+9,389
|
+5%
|
|
|
10
|
|
$15.6M
|
+$1.92M
|
+21,775
|
+14%
|
|
|
11
|
Transform Wealth
Greenwood Village,
Colorado
|
$13.4M
|
+$6.97M
|
+78,973
|
+104%
|
|
|
12
|
Beta Wealth Group
San Diego,
California
|
$11.5M
|
+$11.7M
|
+132,375
|
New
|
|
|
13
|
Peterson Wealth Services
South Ogden,
Utah
|
$10.8M
|
+$1.94M
|
+22,015
|
+21%
|
|
|
14
|
|
$10.8M
|
-$19.8M
|
-224,597
|
-64%
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$9.95M
|
+$2.36M
|
+26,683
|
+30%
|
|
|
16
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.66M
|
-$61.3K
|
-694
|
-0.7%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.7M
|
+$2.89M
|
+32,780
|
+59%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.61M
|
-$17.9K
|
-203
|
-0.3%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$6.22M
|
+$80.4K
|
+910
|
+1%
|
|
|
20
|
Columbia Advisory Partners
Spokane,
Washington
|
$6.12M
|
+$6.22M
|
+70,481
|
New
|
|
|
21
|
Ancora Advisors
Cleveland,
Ohio
|
$6.05M
|
-$32.5K
|
-368
|
-0.5%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.57M
|
+$38.6K
|
+437
|
+0.7%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.54M
|
-$617K
|
-6,991
|
-10%
|
|
|
24
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$4.95M
|
+$797K
|
+9,024
|
+19%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.71M
|
-$2.21M
|
-25,057
|
-32%
|
|
