|
1
|
|
$75.8M
|
+$8.58M
|
+345,317
|
+13%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.3M
|
+$8.84M
|
+355,832
|
+19%
|
|
|
3
|
|
$27.3M
|
+$212K
|
+8,540
|
+0.8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$21.6M
|
+$5.12M
|
+206,052
|
+31%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.8M
|
+$1.82M
|
+73,214
|
+10%
|
|
|
6
|
Acorns Advisers
Irvine,
California
|
$16.8M
|
+$1.04M
|
+41,925
|
+7%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
+$1M
|
+40,421
|
+7%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.1M
|
+$2.47M
|
+99,549
|
+19%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$2.49M
|
+100,060
|
+20%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$14.3M
|
+$788K
|
+31,727
|
+6%
|
|
|
11
|
Bank of New York Mellon
New York
|
$14.1M
|
+$252K
|
+10,145
|
+2%
|
|
|
12
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.3M
|
+$26.3K
|
+1,059
|
+0.2%
|
|
|
13
|
|
$12.1M
|
+$2.4M
|
+96,747
|
+25%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$11.6M
|
-$11.2M
|
-450,272
|
-49%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
-$503K
|
-20,250
|
-4%
|
|
|
16
|
Essential Planning
Portsmouth,
New Hampshire
|
$11.1M
|
+$11.1M
|
+446,935
|
New
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.6M
|
+$102K
|
+4,118
|
+1%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$10.2M
|
+$277K
|
+11,167
|
+3%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$9.94M
|
+$994K
|
+39,997
|
+11%
|
|
|
20
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9.35M
|
+$32.5K
|
+1,307
|
+0.3%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$9.22M
|
+$702K
|
+28,246
|
+8%
|
|
|
22
|
|
$8.96M
|
-$34.4K
|
-1,383
|
-0.4%
|
|
|
23
|
Eastern Bank
Boston,
Massachusetts
|
$8.45M
|
-$29.6K
|
-1,191
|
-0.3%
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$8.27M
|
+$232K
|
+9,327
|
+3%
|
|
|
25
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$7.75M
|
+$173K
|
+6,951
|
+2%
|
|
