|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.1M
|
-$10.8M
|
-446,867
|
-25%
|
|
|
2
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$31.3M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$28.8M
|
-$1.18M
|
-48,588
|
-4%
|
|
|
4
|
|
$28.6M
|
-$46.4M
|
-1,912,909
|
-62%
|
|
|
5
|
Private Ocean
San Rafael,
California
|
$27.6M
|
+$368K
|
+15,164
|
+1%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.4M
|
-$5.53M
|
-227,805
|
-19%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$23.4M
|
-$1.06M
|
-43,600
|
-4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$15.6M
|
+$1.72M
|
+70,946
|
+12%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.8M
|
+$684K
|
+28,185
|
+5%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.5M
|
-$61.9K
|
-2,553
|
-0.5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
+$372K
|
+15,336
|
+3%
|
|
|
12
|
|
$9.6M
|
+$4.93M
|
+203,215
|
+104%
|
|
|
13
|
PFS Investments
Duluth,
Georgia
|
$8.69M
|
-$650K
|
-26,809
|
-7%
|
|
|
14
|
First Pacific Financial
Vancouver,
Washington
|
$8.67M
|
-$178K
|
-7,328
|
-2%
|
|
|
15
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$8.35M
|
+$415K
|
+17,088
|
+5%
|
|
|
16
|
Acorns Advisers
Irvine,
California
|
$7.81M
|
+$941K
|
+38,802
|
+14%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$7.67M
|
+$2.41M
|
+99,221
|
+45%
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$7.24M
|
+$3.5M
|
+144,288
|
+92%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$7.15M
|
-$3.39M
|
-139,866
|
-32%
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
$6.96M
|
-$943K
|
-38,862
|
-12%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$6.88M
|
+$154K
|
+6,335
|
+2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.74M
|
-$719K
|
-29,654
|
-10%
|
|
|
23
|
Fisher Asset Management
Camas,
Washington
|
$5.08M
|
+$256K
|
+10,573
|
+5%
|
|
|
24
|
Affinity Capital Advisors
Berkeley,
California
|
$4.86M
|
+$540K
|
+22,252
|
+12%
|
|
|
25
|
|
$4.82M
|
+$4.57M
|
+188,402
|
+1,612%
|
|
