|
1
|
|
$56.6M
|
+$1.39M
|
+57,739
|
+3%
|
|
|
2
|
|
$26.6M
|
+$20.1M
|
+835,883
|
+301%
|
|
|
3
|
|
$23M
|
-$1.47M
|
-61,016
|
-6%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
$21.3M
|
-$4.57M
|
-190,411
|
-18%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.9M
|
-$3.69M
|
-153,439
|
-17%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$17.7M
|
-$11.2M
|
-468,122
|
-39%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$16.9M
|
+$1.29M
|
+53,788
|
+8%
|
|
|
8
|
PFS Investments
Duluth,
Georgia
|
$16.1M
|
-$1.5M
|
-62,591
|
-8%
|
|
|
9
|
First Pacific Financial
Vancouver,
Washington
|
$15.1M
|
+$1.66M
|
+69,138
|
+12%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.6M
|
-$103K
|
-4,305
|
-0.7%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.6M
|
-$30.3K
|
-1,260
|
-0.2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.5M
|
-$1.07M
|
-44,490
|
-8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$12.4M
|
-$1.35M
|
-56,281
|
-10%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
$12.1M
|
-$357K
|
-14,854
|
-93%
|
|
|
15
|
Acorns Advisers
Irvine,
California
|
$11.9M
|
+$1.02M
|
+42,519
|
+9%
|
|
|
16
|
|
$10.7M
|
+$1.02M
|
+42,598
|
+11%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
+$998K
|
+41,537
|
+11%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$9.57M
|
+$9.25M
|
+385,047
|
+2,534%
|
|
|
19
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$9.16M
|
-$498K
|
-20,728
|
-5%
|
|
|
20
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$8.85M
|
-$21.4K
|
-893
|
-0.2%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.07M
|
+$218K
|
+9,080
|
+3%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$8.03M
|
-$70.9K
|
-2,952
|
-0.9%
|
|
|
23
|
Alesco Advisors
Pittsford,
New York
|
$7.89M
|
-$720K
|
-29,980
|
-8%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$6.45M
|
-$29.5K
|
-1,230
|
-0.5%
|
|
|
25
|
Integris Wealth Management
Monterey,
California
|
$6.07M
|
+$280K
|
+11,669
|
+5%
|
|
