|
1
|
|
$80.4M
|
+$2.24M
|
+89,127
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$30.6M
|
+$2.29M
|
+91,090
|
+8%
|
|
|
3
|
|
$26M
|
+$1.58M
|
+62,594
|
+6%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.7M
|
+$848K
|
+33,685
|
+4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$20.5M
|
+$809K
|
+32,135
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
-$234K
|
-9,294
|
-1%
|
|
|
7
|
Acorns Advisers
Irvine,
California
|
$15.8M
|
+$910K
|
+36,153
|
+6%
|
|
|
8
|
Bank of New York Mellon
New York
|
$14.5M
|
+$682K
|
+27,088
|
+5%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$13.3M
|
+$1.98M
|
+78,695
|
+18%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13.1M
|
+$12.5M
|
+497,196
|
+2,348%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
-$114K
|
-4,513
|
-0.9%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$12.4M
|
+$256K
|
+10,155
|
+2%
|
|
|
13
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.3M
|
-$321K
|
-12,730
|
-3%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$11.8M
|
+$1.83M
|
+72,478
|
+18%
|
|
|
15
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$11.5M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
-$137K
|
-5,437
|
-1%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$11.2M
|
+$281K
|
+11,175
|
+3%
|
|
|
18
|
|
$10.9M
|
+$1.44M
|
+57,108
|
+15%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.7M
|
+$197K
|
+7,815
|
+2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.6M
|
+$456K
|
+18,121
|
+5%
|
|
|
21
|
|
$10.4M
|
+$427K
|
+16,958
|
+4%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$10.3M
|
+$615K
|
+24,432
|
+6%
|
|
|
23
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9.91M
|
+$521K
|
+20,695
|
+6%
|
|
|
24
|
D.J. St. Germain
Springfield,
Massachusetts
|
$9.87M
|
+$720K
|
+28,592
|
+8%
|
|
|
25
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$9.69M
|
+$650K
|
+25,800
|
+7%
|
|
