|
1
|
Advisor OS
Chicago,
Illinois
|
$22.1M
|
+$11.5M
|
+405,067
|
+395%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$16.6M
|
+$1.7M
|
+60,178
|
+11%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$15.3M
|
-$19.9M
|
-705,696
|
-56%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$14.4M
|
+$1.85M
|
+65,582
|
+14%
|
|
|
5
|
|
$11.4M
|
-$1.67M
|
-59,076
|
-12%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$10.3M
|
-$1.42M
|
-50,382
|
-12%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.54M
|
+$1.18M
|
+41,831
|
+14%
|
|
|
8
|
PFS Investments
Duluth,
Georgia
|
$8.79M
|
+$1.43M
|
+50,450
|
+19%
|
|
|
9
|
|
$7.9M
|
+$4.56M
|
+161,169
|
+127%
|
|
|
10
|
SWS Partners
Columbus,
Ohio
|
$7.41M
|
+$7.65M
|
+270,530
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$7.33M
|
+$1.32M
|
+46,865
|
+21%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.89M
|
-$884K
|
-31,274
|
-11%
|
|
|
13
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$6.16M
|
+$46.7K
|
+1,653
|
+0.7%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$5.88M
|
-$52K
|
-1,839
|
-0.8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.68M
|
-$4.4M
|
-155,742
|
-43%
|
|
|
16
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$4.76M
|
-$2.81M
|
-99,293
|
-36%
|
|
|
17
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$4.37M
|
+$208K
|
+7,375
|
+6%
|
|
|
18
|
Sage Advisory Services
Austin,
Texas
|
$3.38M
|
+$863K
|
+30,532
|
+33%
|
|
|
19
|
Prudent Investors Network
Lake Forest,
California
|
$3.17M
|
+$3.27M
|
+115,613
|
New
|
|
|
20
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.14M
|
-$62.1K
|
-2,196
|
-2%
|
|
|
21
|
RDA Financial Network
Akron,
Iowa
|
$3.02M
|
+$578K
|
+20,432
|
+23%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.8M
|
+$85.1K
|
+3,012
|
+3%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.79M
|
-$299K
|
-10,573
|
-9%
|
|
|
24
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$2.74M
|
+$2.83M
|
+100,000
|
New
|
|
|
25
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$2.25M
|
+$22.8K
|
+806
|
+1%
|
|
