|
1
|
|
$77.7M
|
-$3.31M
|
-132,693
|
-4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$28.1M
|
+$818K
|
+32,821
|
+3%
|
|
|
3
|
|
$24.3M
|
-$709K
|
-28,448
|
-3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.8M
|
+$372K
|
+14,914
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$20.3M
|
+$715K
|
+28,670
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.3M
|
-$1.78M
|
-71,427
|
-9%
|
|
|
7
|
Acorns Advisers
Irvine,
California
|
$14.8M
|
-$2.38M
|
-95,439
|
-14%
|
|
|
8
|
Bank of New York Mellon
New York
|
$13.7M
|
-$1.11M
|
-44,549
|
-8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
+$245K
|
+9,811
|
+2%
|
|
|
10
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.5M
|
-$21.7K
|
-872
|
-0.2%
|
|
|
11
|
Wealthspire Advisors (New York)
New York
|
$12.1M
|
+$226K
|
+9,075
|
+2%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$11.8M
|
+$2.41M
|
+96,783
|
+26%
|
|
|
13
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$11.4M
|
+$5.44M
|
+218,161
|
+91%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$11.3M
|
-$52.6K
|
-2,111
|
-0.5%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$11.2M
|
+$409K
|
+16,418
|
+4%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$10.8M
|
+$235K
|
+9,423
|
+2%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.5M
|
+$12.3K
|
+493
|
+0.1%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.1M
|
-$6.48M
|
-259,913
|
-39%
|
|
|
19
|
|
$9.91M
|
-$243K
|
-9,731
|
-2%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$9.88M
|
+$231K
|
+9,259
|
+2%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$9.62M
|
+$19.3K
|
+772
|
+0.2%
|
|
|
22
|
|
$9.37M
|
+$1.09M
|
+43,796
|
+13%
|
|
|
23
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9.33M
|
-$306K
|
-12,262
|
-3%
|
|
|
24
|
D.J. St. Germain
Springfield,
Massachusetts
|
$9.09M
|
+$379K
|
+15,199
|
+4%
|
|
|
25
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$8.98M
|
+$707K
|
+28,358
|
+9%
|
|
