|
1
|
|
$55.5M
|
-$779K
|
-32,634
|
-1%
|
|
|
2
|
|
$23.4M
|
+$541K
|
+22,672
|
+2%
|
|
|
3
|
Private Ocean
San Rafael,
California
|
$18.2M
|
-$2.96M
|
-123,836
|
-14%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$16.6M
|
-$1.03M
|
-43,130
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
-$682K
|
-28,560
|
-4%
|
|
|
6
|
First Pacific Financial
Vancouver,
Washington
|
$15.8M
|
+$855K
|
+35,815
|
+6%
|
|
|
7
|
Bank of New York Mellon
New York
|
$15.7M
|
+$15.8M
|
+661,010
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.8M
|
-$3.01M
|
-125,944
|
-17%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.7M
|
+$175K
|
+7,338
|
+1%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.4M
|
+$949K
|
+39,758
|
+8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$13M
|
+$682K
|
+28,562
|
+6%
|
|
|
12
|
Acorns Advisers
Irvine,
California
|
$12.3M
|
+$492K
|
+20,636
|
+4%
|
|
|
13
|
|
$11.3M
|
+$618K
|
+25,890
|
+6%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$9.86M
|
-$188K
|
-7,884
|
-2%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$9.74M
|
+$9.75M
|
+408,542
|
+36,772%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$9.72M
|
+$206K
|
+8,617
|
+2%
|
|
|
17
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9.32M
|
+$525K
|
+21,982
|
+6%
|
|
|
18
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$8.83M
|
-$272K
|
-11,398
|
-3%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.32M
|
+$293K
|
+12,287
|
+4%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.21M
|
-$5.35M
|
-224,199
|
-39%
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$8.18M
|
+$204K
|
+8,539
|
+3%
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$7.85M
|
+$15.6K
|
+655
|
+0.2%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$6.49M
|
+$841K
|
+35,240
|
+15%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$6.36M
|
-$52.7K
|
-2,208
|
-0.8%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$6.19M
|
+$838K
|
+35,110
|
+16%
|
|
