|
1
|
|
$84.8M
|
+$6.22M
|
+246,896
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$40.8M
|
+$2M
|
+79,280
|
+5%
|
|
|
3
|
|
$24.5M
|
-$94.4K
|
-3,746
|
-0.4%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$20.2M
|
+$871K
|
+34,536
|
+4%
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
$17.6M
|
+$818K
|
+32,432
|
+5%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$16.9M
|
-$2.93M
|
-116,106
|
-15%
|
|
|
7
|
Bank of New York Mellon
New York
|
$16.8M
|
+$1.3M
|
+51,627
|
+8%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.7M
|
+$410K
|
+16,247
|
+2%
|
|
|
9
|
Acorns Advisers
Irvine,
California
|
$16.5M
|
+$64.4K
|
+2,555
|
+0.4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$15.3M
|
+$1.59M
|
+62,891
|
+12%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$14.4M
|
+$832K
|
+32,986
|
+6%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.6M
|
+$1.43M
|
+56,847
|
+12%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
-$1.72M
|
-68,170
|
-11%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$12.3M
|
-$359K
|
-14,244
|
-3%
|
|
|
15
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.2M
|
+$178K
|
+7,042
|
+1%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$12M
|
+$821K
|
+32,562
|
+7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$12M
|
+$968K
|
+38,384
|
+9%
|
|
|
18
|
D.J. St. Germain
Springfield,
Massachusetts
|
$11.8M
|
+$853K
|
+33,852
|
+8%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.7M
|
+$443K
|
+17,564
|
+4%
|
|
|
20
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$11.4M
|
–
|
–
|
–
|
|
|
21
|
Perigon Wealth Management
San Francisco,
California
|
$10.9M
|
-$1.15M
|
-45,754
|
-10%
|
|
|
22
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$10.6M
|
+$135K
|
+5,348
|
+1%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$10.5M
|
+$118K
|
+4,667
|
+1%
|
|
|
24
|
|
$10.1M
|
-$241K
|
-9,579
|
-2%
|
|
|
25
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9.42M
|
-$43.8K
|
-1,738
|
-0.5%
|
|
