|
1
|
|
$80.4M
|
+$3.73M
|
+150,452
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$27.1M
|
+$5.22M
|
+210,351
|
+24%
|
|
|
3
|
|
$24.8M
|
-$2.77M
|
-111,446
|
-10%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.2M
|
+$3.18M
|
+127,911
|
+16%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.9M
|
-$36.8M
|
-1,483,470
|
-66%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$18.8M
|
+$4.26M
|
+171,702
|
+30%
|
|
|
7
|
Acorns Advisers
Irvine,
California
|
$17.1M
|
+$91.5K
|
+3,688
|
+0.5%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.5M
|
+$641K
|
+25,811
|
+4%
|
|
|
9
|
Bank of New York Mellon
New York
|
$14.7M
|
+$478K
|
+19,251
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
-$2.5M
|
-100,660
|
-17%
|
|
|
11
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.5M
|
+$4.59K
|
+185
|
+0%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$11.8M
|
+$63.9K
|
+2,576
|
+0.6%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.3M
|
-$288K
|
-11,601
|
-3%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$10.7M
|
+$447K
|
+18,010
|
+4%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$10.5M
|
+$492K
|
+19,835
|
+5%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.4M
|
-$329K
|
-13,236
|
-3%
|
|
|
17
|
|
$10.1M
|
+$1.01M
|
+40,652
|
+11%
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
$9.58M
|
+$1.92M
|
+77,517
|
+25%
|
|
|
19
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9.57M
|
+$112K
|
+4,525
|
+1%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$9.53M
|
+$8.91M
|
+358,830
|
+1,589%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$9.31M
|
-$15K
|
-603
|
-0.2%
|
|
|
22
|
D.J. St. Germain
Springfield,
Massachusetts
|
$8.65M
|
+$1.12M
|
+45,074
|
+15%
|
|
|
23
|
Destination Wealth Management
Walnut Creek,
California
|
$8.34M
|
-$27.8K
|
-1,118
|
-0.3%
|
|
|
24
|
|
$8.21M
|
-$3.98M
|
-160,524
|
-33%
|
|
|
25
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$8.21M
|
+$363K
|
+14,634
|
+5%
|
|
