|
1
|
Bank of America
Charlotte,
North Carolina
|
$54.1M
|
-$246K
|
-5,806
|
-0.5%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$19.5M
|
-$1.86M
|
-43,713
|
-9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
+$1.9M
|
+44,733
|
+12%
|
|
|
4
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$12.6M
|
+$102K
|
+2,408
|
+0.8%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$11.4M
|
-$585K
|
-13,772
|
-5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.6M
|
-$62.1K
|
-1,463
|
-0.8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.83M
|
-$218K
|
-5,129
|
-3%
|
|
|
8
|
Brickley Wealth Management
San Mateo,
California
|
$5.47M
|
-$38.5K
|
-907
|
-0.7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4M
|
+$2.27M
|
+53,460
|
+136%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$3.8M
|
-$22.6K
|
-532
|
-0.6%
|
|
|
11
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$3.53M
|
-$178K
|
-4,189
|
-5%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$3.34M
|
+$2.65M
|
+62,448
|
+415%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.11M
|
+$109K
|
+2,564
|
+4%
|
|
|
14
|
|
$3.04M
|
-$88.1K
|
-2,075
|
-3%
|
|
|
15
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.93M
|
-$27.9K
|
-657
|
-1%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.92M
|
+$303K
|
+7,131
|
+12%
|
|
|
17
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.88M
|
+$50.6K
|
+1,192
|
+2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.71M
|
-$6.13M
|
-144,333
|
-70%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.29M
|
-$102K
|
-2,397
|
-4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.13M
|
-$17.5M
|
-412,401
|
-89%
|
|
|
21
|
Armbruster Capital Management
Pittsford,
New York
|
$2.01M
|
-$27.6K
|
-650
|
-1%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.57M
|
-$54.2K
|
-1,277
|
-3%
|
|
|
23
|
Burns Matteson Capital Management
Corning,
New York
|
$1.45M
|
-$24.6K
|
-580
|
-2%
|
|
|
24
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.42M
|
–
|
–
|
–
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.35M
|
-$142K
|
-3,348
|
-10%
|
|
