|
1
|
|
$76.4M
|
+$8.62M
|
+343,408
|
+12%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.9M
|
-$39.1M
|
-1,558,310
|
-47%
|
|
|
3
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$32M
|
–
|
–
|
–
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$30.6M
|
+$3.77M
|
+150,080
|
+14%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.6M
|
-$15.5M
|
-616,572
|
-34%
|
|
|
6
|
Private Ocean
San Rafael,
California
|
$27.9M
|
-$1.43M
|
-57,124
|
-5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$25M
|
+$2.63M
|
+104,975
|
+12%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$1.95M
|
+77,698
|
+16%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.9M
|
+$282K
|
+11,236
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.5M
|
+$1.94M
|
+77,170
|
+16%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
-$3.12M
|
-124,449
|
-20%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$591K
|
+23,546
|
+6%
|
|
|
13
|
PFS Investments
Duluth,
Georgia
|
$9.55M
|
+$313K
|
+12,462
|
+3%
|
|
|
14
|
First Pacific Financial
Vancouver,
Washington
|
$9.04M
|
+$8.55M
|
+340,697
|
+1,286%
|
|
|
15
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$8.11M
|
+$2.35M
|
+93,526
|
+40%
|
|
|
16
|
Brookstone Capital Management
Wheaton,
Illinois
|
$7.99M
|
+$261K
|
+10,402
|
+3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.63M
|
-$3.16M
|
-125,793
|
-29%
|
|
|
18
|
Acorns Advisers
Irvine,
California
|
$7.03M
|
+$1.64M
|
+65,256
|
+30%
|
|
|
19
|
Alesco Advisors
Pittsford,
New York
|
$6.88M
|
+$179K
|
+7,120
|
+3%
|
|
|
20
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$5.54M
|
-$682K
|
-27,154
|
-11%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$5.4M
|
+$3.24M
|
+129,064
|
+143%
|
|
|
22
|
Fisher Asset Management
Camas,
Washington
|
$4.93M
|
-$156K
|
-6,207
|
-3%
|
|
|
23
|
|
$4.81M
|
-$6.7M
|
-266,862
|
-58%
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$4.72M
|
-$251K
|
-10,000
|
-5%
|
|
|
25
|
Affinity Capital Advisors
Berkeley,
California
|
$4.42M
|
+$896K
|
+35,702
|
+25%
|
|
