|
1
|
Bank of New York Mellon
New York
|
$87.1M
|
-$1.69M
|
-13,868
|
-2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$45.8M
|
+$10.7M
|
+88,281
|
+29%
|
|
|
3
|
|
$27.9M
|
+$1.81M
|
+14,897
|
+7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$24.2M
|
+$9.77M
|
+80,344
|
+63%
|
|
|
5
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$21M
|
+$78.2K
|
+643
|
+0.4%
|
|
|
6
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$16.5M
|
+$20.7K
|
+170
|
+0.1%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$15.5M
|
-$3.04K
|
-25
|
-0%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$15.3M
|
+$1.43M
|
+11,767
|
+10%
|
|
|
9
|
Strategic Advocates
Logan,
Utah
|
$14.9M
|
+$1.93M
|
+15,855
|
+14%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$13.7M
|
+$14.3M
|
+117,475
|
New
|
|
|
11
|
Kieckhefer Group
Mequon,
Wisconsin
|
$9.86M
|
+$10.3M
|
+84,806
|
New
|
|
|
12
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$7.63M
|
+$42.3K
|
+348
|
+0.5%
|
|
|
13
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$6.82M
|
+$283K
|
+2,323
|
+4%
|
|
|
14
|
Del-Sette Capital Management
Schenectady,
New York
|
$6.69M
|
-$339K
|
-2,786
|
-5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$6.38M
|
+$786K
|
+6,461
|
+13%
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$6.37M
|
-$2.07K
|
-17
|
-0%
|
|
|
17
|
|
$5.82M
|
–
|
–
|
–
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.48M
|
+$603K
|
+4,958
|
+12%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.96M
|
+$315K
|
+2,589
|
+6%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.71M
|
-$9.16M
|
-75,263
|
-65%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.58M
|
+$4.45M
|
+36,604
|
+1,337%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.38M
|
+$327K
|
+2,689
|
+8%
|
|
|
23
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$4.06M
|
-$118K
|
-967
|
-3%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$3.91M
|
-$51.6K
|
-424
|
-1%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.85M
|
+$516K
|
+4,243
|
+15%
|
|
