|
1
|
|
$63.4M
|
-$10.4M
|
-206,728
|
-14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$47.7M
|
-$12M
|
-238,257
|
-20%
|
|
|
3
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$27.4M
|
-$14.1M
|
-278,985
|
-34%
|
|
|
4
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$21.9M
|
+$3.46M
|
+68,617
|
+19%
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$21.9M
|
+$3.46M
|
+68,617
|
+19%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$16.4M
|
-$56.8K
|
-1,126
|
-0.4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
-$6.71M
|
-132,974
|
-31%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$14.7M
|
-$8.99M
|
-178,042
|
-38%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$13.1M
|
+$3.3M
|
+65,327
|
+34%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
-$3.46M
|
-68,535
|
-23%
|
|
|
11
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$11M
|
+$10.8M
|
+214,700
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.35M
|
-$859K
|
-17,012
|
-11%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.14M
|
-$786K
|
-15,575
|
-10%
|
|
|
14
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$7M
|
+$1.01M
|
+19,919
|
+17%
|
|
|
15
|
Archvest Wealth Advisors
Concord,
California
|
$5.47M
|
-$333K
|
-6,588
|
-6%
|
|
|
16
|
Lutz Financial Services
Omaha,
Nebraska
|
$4.97M
|
-$281K
|
-5,563
|
-5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4.75M
|
+$3.03K
|
+60
|
+0.1%
|
|
|
18
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.29M
|
+$440K
|
+8,711
|
+12%
|
|
|
19
|
|
$3.93M
|
-$20.6M
|
-407,483
|
-84%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.92M
|
+$1.19M
|
+23,573
|
+44%
|
|
|
21
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.66M
|
+$97.1K
|
+1,924
|
+3%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$3.46M
|
+$3.42M
|
+67,672
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.36M
|
-$318K
|
-6,307
|
-9%
|
|
|
24
|
Flow Traders U.S.
New York
|
$3.08M
|
-$910K
|
-18,027
|
-23%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$3.07M
|
-$140K
|
-2,783
|
-4%
|
|
