|
1
|
Bank of America
Charlotte,
North Carolina
|
$88M
|
-$347K
|
-6,872
|
-0.4%
|
|
|
2
|
|
$58.4M
|
-$172K
|
-3,411
|
-0.3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$40.8M
|
-$3.01M
|
-59,684
|
-7%
|
|
|
4
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$30.3M
|
-$1.66M
|
-32,976
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$25.1M
|
+$902K
|
+17,887
|
+4%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20M
|
-$7.07M
|
-140,193
|
-27%
|
|
|
7
|
Money Design
Tokyo,
Japan
|
$16.4M
|
+$3.91M
|
+77,509
|
+32%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.2M
|
+$63.3K
|
+1,256
|
+0.5%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.9M
|
+$2.7M
|
+53,583
|
+27%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.5M
|
-$834K
|
-16,541
|
-6%
|
|
|
11
|
Polianta Ltd
St Helier,
Jersey
|
$11.4M
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
-$82.7K
|
-1,639
|
-0.8%
|
|
|
13
|
WealthSpring Partners
Long Beach,
California
|
$9.34M
|
+$17.8K
|
+352
|
+0.2%
|
|
|
14
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$7.96M
|
-$33K
|
-655
|
-0.4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$7.56M
|
-$285K
|
-5,647
|
-4%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$7.22M
|
+$60K
|
+1,189
|
+0.9%
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$6.77M
|
-$41.7K
|
-826
|
-0.6%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.7M
|
-$113K
|
-2,247
|
-2%
|
|
|
19
|
Commerce Bank
Kansas City,
Missouri
|
$6.59M
|
-$1.41M
|
-28,000
|
-18%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$5.26M
|
+$1.86M
|
+36,942
|
+62%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$4.9M
|
-$1.73M
|
-34,387
|
-27%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$4.25M
|
+$2.6M
|
+51,561
|
+167%
|
|
|
23
|
Tactive Advisors
Jacksonville,
Florida
|
$4.12M
|
+$4.03M
|
+79,894
|
New
|
|
|
24
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$3.89M
|
+$3.81M
|
+75,498
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.7M
|
+$8.52K
|
+169
|
+0.2%
|
|
