|
1
|
|
$63.2M
|
+$5.88M
|
+245,507
|
+11%
|
|
|
2
|
|
$26.3M
|
+$2.18M
|
+91,092
|
+9%
|
|
|
3
|
First Pacific Financial
Vancouver,
Washington
|
$17.3M
|
+$943K
|
+39,360
|
+6%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.7M
|
+$1.51M
|
+62,900
|
+10%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$15.3M
|
-$1.61M
|
-67,024
|
-10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.9M
|
-$312K
|
-13,013
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$14.5M
|
+$1.08M
|
+45,023
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$14.4M
|
-$2.22M
|
-92,830
|
-14%
|
|
|
9
|
Bank of New York Mellon
New York
|
$13.9M
|
-$2.21M
|
-92,180
|
-14%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.6M
|
-$166K
|
-6,935
|
-1%
|
|
|
11
|
Acorns Advisers
Irvine,
California
|
$13.4M
|
+$724K
|
+30,192
|
+6%
|
|
|
12
|
Private Ocean
San Rafael,
California
|
$12M
|
-$6.66M
|
-277,888
|
-36%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
+$1.65M
|
+68,896
|
+17%
|
|
|
14
|
|
$11.5M
|
-$56.5K
|
-2,357
|
-0.5%
|
|
|
15
|
Modera Wealth Management
Westwood,
New Jersey
|
$10.6M
|
+$543K
|
+22,667
|
+6%
|
|
|
16
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9.39M
|
-$206K
|
-8,610
|
-2%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.11M
|
+$538K
|
+22,446
|
+6%
|
|
|
18
|
EP Wealth Advisors
Torrance,
California
|
$9.01M
|
-$1M
|
-41,778
|
-10%
|
|
|
19
|
Alesco Advisors
Pittsford,
New York
|
$8.28M
|
+$187K
|
+7,800
|
+2%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$8.03M
|
-$392K
|
-16,366
|
-5%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.93M
|
-$517K
|
-21,587
|
-6%
|
|
|
22
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$7.85M
|
-$1.22M
|
-51,050
|
-14%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$7.45M
|
+$752K
|
+31,371
|
+11%
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$7.28M
|
+$893K
|
+37,256
|
+14%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$6.52M
|
-$25.1K
|
-1,048
|
-0.4%
|
|
