|
1
|
|
$79.2M
|
-$974K
|
-38,545
|
-1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$39.1M
|
+$8.58M
|
+339,765
|
+28%
|
|
|
3
|
|
$24.7M
|
-$1.23M
|
-48,568
|
-5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$19.9M
|
-$574K
|
-22,734
|
-3%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.5M
|
+$6.38M
|
+252,690
|
+49%
|
|
|
6
|
EP Wealth Advisors
Torrance,
California
|
$16.9M
|
+$16.9M
|
+668,484
|
New
|
|
|
7
|
Acorns Advisers
Irvine,
California
|
$16.6M
|
+$821K
|
+32,512
|
+5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.4M
|
-$8.26M
|
-326,890
|
-33%
|
|
|
9
|
Bank of New York Mellon
New York
|
$15.6M
|
+$1.21M
|
+47,897
|
+8%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$15M
|
-$2.04M
|
-80,607
|
-12%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
+$956K
|
+37,838
|
+7%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$13.7M
|
+$460K
|
+18,228
|
+3%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$12.8M
|
+$436K
|
+17,246
|
+4%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.3M
|
+$1.73M
|
+68,311
|
+16%
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
$12.1M
|
+$397K
|
+15,731
|
+3%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.1M
|
-$110K
|
-4,374
|
-0.9%
|
|
|
17
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$11.5M
|
–
|
–
|
–
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.3M
|
+$614K
|
+24,317
|
+6%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$11.2M
|
+$91.8K
|
+3,635
|
+0.8%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
-$97.7K
|
-3,868
|
-0.9%
|
|
|
21
|
D.J. St. Germain
Springfield,
Massachusetts
|
$11M
|
+$1.21M
|
+47,877
|
+12%
|
|
|
22
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$10.5M
|
+$867K
|
+34,334
|
+9%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$10.5M
|
+$201K
|
+7,972
|
+2%
|
|
|
24
|
|
$10.4M
|
+$85K
|
+3,364
|
+0.8%
|
|
|
25
|
|
$10M
|
-$832K
|
-32,932
|
-8%
|
|
