|
1
|
Rock Creek Group
Washington,
District of Columbia
|
$20.8M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12.1M
|
+$154K
|
+1,307
|
+1%
|
|
|
3
|
|
$10.9M
|
-$120K
|
-1,024
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.02M
|
-$333K
|
-2,831
|
-6%
|
|
|
5
|
|
$4.73M
|
-$563K
|
-4,789
|
-10%
|
|
|
6
|
|
$4.22M
|
-$14.6K
|
-124
|
-0.3%
|
|
|
7
|
William Blair & Company
Chicago,
Illinois
|
$4.11M
|
+$23.9K
|
+203
|
+0.6%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.62M
|
-$198K
|
-1,687
|
-5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.62M
|
-$1.29M
|
-11,017
|
-26%
|
|
|
10
|
Albion Financial Group
Salt Lake City,
Utah
|
$3.62M
|
+$45.8K
|
+390
|
+1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.77M
|
+$63.7K
|
+542
|
+4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.42M
|
+$105K
|
+891
|
+8%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$1.04M
|
+$1.06M
|
+9,014
|
New
|
|
|
14
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$978K
|
–
|
–
|
–
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$957K
|
+$20K
|
+170
|
+2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$836K
|
-$98.1K
|
-835
|
-10%
|
|
|
17
|
Bell Investment Advisors
Oakland,
California
|
$807K
|
-$9.99K
|
-85
|
-1%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$804K
|
-$66.4K
|
-565
|
-8%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$741K
|
-$134K
|
-1,143
|
-15%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$736K
|
+$79.8K
|
+679
|
+12%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$690K
|
-$1.23M
|
-10,430
|
-64%
|
|
|
22
|
Wealthfront Advisers
Palo Alto,
California
|
$690K
|
+$16.3K
|
+139
|
+2%
|
|
|
23
|
Laurel Wealth Planning
Edina,
Minnesota
|
$633K
|
+$18K
|
+153
|
+3%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$607K
|
-$16.9K
|
-144
|
-3%
|
|
|
25
|
Congress Wealth Management
Boston,
Massachusetts
|
$538K
|
-$131K
|
-1,119
|
-19%
|
|
