|
1
|
Bank of America
Charlotte,
North Carolina
|
$413M
|
+$3.41M
|
+15,814
|
+0.8%
|
|
|
2
|
|
$264M
|
+$6.6M
|
+30,602
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$138M
|
-$10.8M
|
-50,255
|
-7%
|
|
|
4
|
|
$116M
|
+$10.5M
|
+48,680
|
+10%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$113M
|
+$61.5K
|
+285
|
+0.1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$107M
|
-$22.5M
|
-104,298
|
-18%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$80.6M
|
-$1.46M
|
-6,775
|
-2%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$80.6M
|
-$15.2M
|
-70,518
|
-16%
|
|
|
9
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$76.4M
|
+$14.4M
|
+66,572
|
+24%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$67.4M
|
+$1.48M
|
+6,866
|
+2%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$65.8M
|
-$1.11M
|
-5,167
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$63.7M
|
+$4.39M
|
+20,360
|
+8%
|
|
|
13
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$54.7M
|
+$925K
|
+4,286
|
+2%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$40.1M
|
-$1M
|
-4,654
|
-2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.6M
|
+$96.2K
|
+446
|
+0.3%
|
|
|
16
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$34.7M
|
+$1.29M
|
+5,998
|
+4%
|
|
|
17
|
Zhang Financial
Portage,
Michigan
|
$27.2M
|
+$3.51M
|
+16,276
|
+15%
|
|
|
18
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$26.4M
|
-$416K
|
-1,929
|
-2%
|
|
|
19
|
Modern Wealth Management
Lenexa,
Kansas
|
$21.7M
|
+$21.4M
|
+99,005
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21M
|
-$2.21M
|
-10,262
|
-10%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21M
|
+$2.56M
|
+11,865
|
+14%
|
|
|
22
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$19.5M
|
+$674K
|
+3,125
|
+4%
|
|
|
23
|
Pathstone Holdings
Englewood,
New Jersey
|
$19.3M
|
-$2.26M
|
-10,471
|
-11%
|
|
|
24
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$18.7M
|
+$372K
|
+1,723
|
+2%
|
|
|
25
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$17.3M
|
+$1.87M
|
+8,655
|
+12%
|
|
