|
1
|
|
$63.6M
|
+$435K
|
+17,795
|
+0.7%
|
|
|
2
|
|
$26.8M
|
+$443K
|
+18,130
|
+2%
|
|
|
3
|
First Pacific Financial
Vancouver,
Washington
|
$18.3M
|
+$1.09M
|
+44,430
|
+6%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.2M
|
-$461K
|
-18,872
|
-3%
|
|
|
5
|
Acorns Advisers
Irvine,
California
|
$14.4M
|
+$1M
|
+40,966
|
+7%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.2M
|
+$602K
|
+24,630
|
+4%
|
|
|
7
|
Bank of New York Mellon
New York
|
$13.7M
|
-$222K
|
-9,067
|
-2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$13.5M
|
-$1.83M
|
-74,691
|
-12%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
-$1.75M
|
-71,465
|
-12%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$13M
|
-$1.46M
|
-59,744
|
-10%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
-$1.65M
|
-67,441
|
-11%
|
|
|
12
|
Private Ocean
San Rafael,
California
|
$11.3M
|
-$637K
|
-26,056
|
-5%
|
|
|
13
|
Modera Wealth Management
Westwood,
New Jersey
|
$10.9M
|
+$287K
|
+11,759
|
+3%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
-$1.17M
|
-48,067
|
-10%
|
|
|
15
|
|
$9.52M
|
-$2.01M
|
-82,398
|
-17%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.32M
|
+$210K
|
+8,586
|
+2%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$8.48M
|
+$1.2M
|
+48,960
|
+16%
|
|
|
18
|
Eastern Bank
Boston,
Massachusetts
|
$8.4M
|
+$3.64M
|
+148,874
|
+77%
|
|
|
19
|
Alesco Advisors
Pittsford,
New York
|
$8.35M
|
+$68.7K
|
+2,810
|
+0.8%
|
|
|
20
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$8.26M
|
-$1.13M
|
-46,050
|
-12%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$8.22M
|
+$772K
|
+31,608
|
+10%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$8.11M
|
+$83K
|
+3,397
|
+1%
|
|
|
23
|
EP Wealth Advisors
Torrance,
California
|
$7.98M
|
-$1.02M
|
-41,888
|
-11%
|
|
|
24
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$7.69M
|
-$155K
|
-6,341
|
-2%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.45M
|
+$415K
|
+16,994
|
+7%
|
|
