|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.01B
|
+$1.47M
|
+7,511
|
+0.1%
|
|
|
2
|
|
$148M
|
+$8.43M
|
+43,133
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$101M
|
+$1.05M
|
+5,356
|
+1%
|
|
|
4
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$84.1M
|
+$1.07M
|
+5,459
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$76.2M
|
+$675K
|
+3,455
|
+0.9%
|
|
|
6
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$69.4M
|
+$67.7M
|
+346,606
|
+4,070%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$58.5M
|
-$2.05M
|
-10,470
|
-3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$56.2M
|
+$666K
|
+3,409
|
+1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.1M
|
-$698K
|
-3,575
|
-1%
|
|
|
10
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$54.1M
|
+$1.22M
|
+6,223
|
+2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$53M
|
-$936K
|
-4,789
|
-2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$51.1M
|
+$3.27M
|
+16,754
|
+7%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.5M
|
-$2.75M
|
-14,098
|
-5%
|
|
|
14
|
BCM Advisors
Lafayette,
Louisiana
|
$44.3M
|
+$285K
|
+1,460
|
+0.6%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$40.3M
|
+$9.74M
|
+49,853
|
+32%
|
|
|
16
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$38.1M
|
+$387K
|
+1,982
|
+1%
|
|
|
17
|
Morningstar Investment Management
Chicago,
Illinois
|
$36.5M
|
+$1.5M
|
+7,679
|
+4%
|
|
|
18
|
PGIM Custom Harvest
Newark,
New Jersey
|
$29.2M
|
+$1.76M
|
+9,011
|
+6%
|
|
|
19
|
Iconiq Capital
San Francisco,
California
|
$26.8M
|
-$395K
|
-2,024
|
-1%
|
|
|
20
|
Morningstar Investment Services
Chicago,
Illinois
|
$26.1M
|
-$25.6K
|
-131
|
-0.1%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.4M
|
-$1.98M
|
-10,132
|
-8%
|
|
|
22
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$22.5M
|
+$266K
|
+1,362
|
+1%
|
|
|
23
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$22.5M
|
+$229K
|
+1,174
|
+1%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.3M
|
+$4.72M
|
+24,178
|
+30%
|
|
|
25
|
Marotta Asset Management
Charlottesville,
Virginia
|
$20.3M
|
+$20.4M
|
+104,209
|
New
|
|
