|
1
|
Bank of America
Charlotte,
North Carolina
|
$213M
|
-$43.7M
|
-303,021
|
-17%
|
|
|
2
|
|
$76M
|
+$3.53M
|
+24,487
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$61M
|
+$1.05M
|
+7,284
|
+2%
|
|
|
4
|
Corient Capital Partners
Newport Beach,
California
|
$53.6M
|
+$62.7K
|
+435
|
+0.1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$34.8M
|
+$2.1M
|
+14,566
|
+6%
|
|
|
6
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$32.2M
|
+$755K
|
+5,238
|
+2%
|
|
|
7
|
HM Capital Management
Clayton,
Missouri
|
$31.4M
|
-$1.64M
|
-11,350
|
-5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.8M
|
-$1.74M
|
-12,066
|
-6%
|
|
|
9
|
|
$26.7M
|
+$2.65M
|
+18,387
|
+11%
|
|
|
10
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$24.7M
|
+$666K
|
+4,623
|
+3%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.7M
|
+$720K
|
+4,994
|
+4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
+$210K
|
+1,455
|
+1%
|
|
|
13
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$18.1M
|
+$200K
|
+1,390
|
+1%
|
|
|
14
|
Altium Wealth Management
Purchase,
New York
|
$17.6M
|
-$213K
|
-1,476
|
-1%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$17M
|
+$493K
|
+3,422
|
+3%
|
|
|
16
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.2M
|
-$115K
|
-800
|
-0.8%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$13.1M
|
-$480K
|
-3,333
|
-3%
|
|
|
18
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$12.9M
|
+$93.2K
|
+647
|
+0.7%
|
|
|
19
|
First Bank & Trust
Brookings,
South Dakota
|
$12.3M
|
-$780K
|
-5,414
|
-6%
|
|
|
20
|
Provident Wealth Management
Brentwood,
Tennessee
|
$12.2M
|
+$1.33M
|
+9,242
|
+12%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$445K
|
+3,087
|
+4%
|
|
|
22
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$10.1M
|
+$62.8K
|
+436
|
+0.6%
|
|
|
23
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$7.72M
|
-$18.9K
|
-131
|
-0.2%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$7.63M
|
+$1.54M
|
+10,652
|
+24%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.7M
|
+$1.01M
|
+7,034
|
+17%
|
|
