|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$85.7M
|
-$35.1M
|
-1,361,473
|
-29%
|
|
|
2
|
|
$70.7M
|
+$151K
|
+5,870
|
+0.2%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46.6M
|
+$46.8M
|
+1,816,750
|
New
|
|
|
4
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$33.4M
|
+$33.5M
|
+1,300,000
|
New
|
|
|
5
|
Private Ocean
San Rafael,
California
|
$30.5M
|
+$2.6M
|
+101,140
|
+9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$28M
|
-$1.68M
|
-65,341
|
-6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$23.3M
|
+$1.92M
|
+74,360
|
+9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$15.8M
|
+$1.48M
|
+57,352
|
+10%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.1M
|
+$1.67M
|
+64,919
|
+13%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$1.72M
|
+66,787
|
+15%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
+$1.68M
|
+65,184
|
+16%
|
|
|
12
|
|
$11.8M
|
+$11.3M
|
+438,288
|
+1,849%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.2M
|
-$3.11M
|
-120,806
|
-22%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
-$1.96M
|
-76,049
|
-16%
|
|
|
15
|
PFS Investments
Duluth,
Georgia
|
$9.62M
|
+$668K
|
+25,934
|
+7%
|
|
|
16
|
Brookstone Capital Management
Wheaton,
Illinois
|
$8.1M
|
+$806K
|
+31,313
|
+11%
|
|
|
17
|
Alesco Advisors
Pittsford,
New York
|
$6.98M
|
+$7.01M
|
+272,220
|
New
|
|
|
18
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$6.46M
|
-$213K
|
-8,287
|
-3%
|
|
|
19
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$6.05M
|
+$853K
|
+33,120
|
+16%
|
|
|
20
|
Acorns Advisers
Irvine,
California
|
$5.65M
|
+$2.15M
|
+83,492
|
+61%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$5.4M
|
+$947K
|
+36,771
|
+21%
|
|
|
22
|
Fisher Asset Management
Camas,
Washington
|
$5.29M
|
+$815K
|
+31,651
|
+18%
|
|
|
23
|
HSBC Holdings
London,
United Kingdom
|
$5.17M
|
+$5.19M
|
+201,600
|
New
|
|
|
24
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5.08M
|
+$592K
|
+22,977
|
+13%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.89M
|
+$2.01M
|
+78,158
|
+70%
|
|
