|
1
|
Bank of America
Charlotte,
North Carolina
|
$952M
|
-$35.2M
|
-187,295
|
-4%
|
|
|
2
|
|
$143M
|
-$25.7M
|
-136,509
|
-15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$100M
|
+$3.44M
|
+18,305
|
+4%
|
|
|
4
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$80.3M
|
+$78.8M
|
+419,055
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$65.3M
|
+$3.36M
|
+17,874
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$63.6M
|
+$5.76M
|
+30,656
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.4M
|
+$14.3M
|
+75,996
|
+32%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$54.9M
|
+$10.3M
|
+54,921
|
+24%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$51.7M
|
+$7.13M
|
+37,932
|
+16%
|
|
|
10
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$46.9M
|
+$42.6M
|
+226,664
|
+1,261%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46.5M
|
+$742K
|
+3,947
|
+2%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42.2M
|
+$12M
|
+64,065
|
+41%
|
|
|
13
|
BCM Advisors
Lafayette,
Louisiana
|
$41.4M
|
+$589K
|
+3,131
|
+1%
|
|
|
14
|
Personal Capital Advisors
Redwood City,
California
|
$36.5M
|
+$950K
|
+5,053
|
+3%
|
|
|
15
|
Morningstar Investment Management
Chicago,
Illinois
|
$34M
|
-$14.5M
|
-77,376
|
-30%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29.4M
|
-$2.75M
|
-14,608
|
-9%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$26.9M
|
+$467K
|
+2,482
|
+2%
|
|
|
18
|
Iconiq Capital
San Francisco,
California
|
$26.8M
|
+$351K
|
+1,867
|
+1%
|
|
|
19
|
Morningstar Investment Services
Chicago,
Illinois
|
$26.1M
|
-$228K
|
-1,212
|
-0.9%
|
|
|
20
|
PGIM Custom Harvest
Newark,
New Jersey
|
$25.1M
|
+$24.6M
|
+130,827
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.9M
|
+$334K
|
+1,774
|
+1%
|
|
|
22
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$22.2M
|
+$1.88M
|
+10,014
|
+9%
|
|
|
23
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$20.2M
|
+$1.11M
|
+5,898
|
+6%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$19.5M
|
-$940K
|
-5,001
|
-5%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$19.5M
|
+$768K
|
+4,083
|
+4%
|
|
