|
1
|
Bank of America
Charlotte,
North Carolina
|
$74.3M
|
-$20M
|
-636,171
|
-21%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$38.2M
|
+$300K
|
+9,537
|
+0.8%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$24.1M
|
-$16.3M
|
-518,637
|
-40%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
+$1.49M
|
+47,346
|
+11%
|
|
|
5
|
|
$14.7M
|
-$2.47M
|
-78,557
|
-14%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
$11.8M
|
+$127K
|
+4,017
|
+1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$10.9M
|
+$1.21M
|
+38,354
|
+12%
|
|
|
8
|
Krilogy Financial
St. Louis,
Missouri
|
$8.04M
|
+$7.28M
|
+231,330
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$4.95M
|
-$417K
|
-13,256
|
-8%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.56M
|
-$333K
|
-10,588
|
-9%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.37M
|
-$18.1K
|
-574
|
-0.5%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$2.95M
|
-$857K
|
-27,210
|
-22%
|
|
|
13
|
Franklin Resources
San Mateo,
California
|
$2.63M
|
-$418K
|
-13,277
|
-14%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.17M
|
-$965K
|
-30,638
|
-31%
|
|
|
15
|
|
$1.7M
|
+$511K
|
+16,233
|
+42%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.55M
|
-$1.02M
|
-32,479
|
-40%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.51M
|
-$226K
|
-7,180
|
-13%
|
|
|
18
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$1.44M
|
-$11.6K
|
-367
|
-0.9%
|
|
|
19
|
Private Wealth Advisors (California)
Fresno,
California
|
$1.42M
|
+$1.43M
|
+45,326
|
New
|
|
|
20
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.37M
|
-$114K
|
-3,624
|
-8%
|
|
|
21
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$1.36M
|
+$124K
|
+3,941
|
+10%
|
|
|
22
|
Cornerstone Management
Duluth,
Georgia
|
$1.31M
|
–
|
–
|
–
|
|
|
23
|
Rockefeller Capital Management
New York
|
$1.16M
|
+$493K
|
+15,662
|
+73%
|
|
|
24
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1M
|
-$69.7K
|
-2,214
|
-6%
|
|
|
25
|
AWM Capital
Phoenix,
Arizona
|
$937K
|
+$945K
|
+30,000
|
New
|
|
