|
1
|
Bank of America
Charlotte,
North Carolina
|
$183M
|
-$11M
|
-80,617
|
-5%
|
|
|
2
|
|
$83.9M
|
+$2.32M
|
+16,946
|
+3%
|
|
|
3
|
|
$73.2M
|
-$48.5M
|
-354,305
|
-38%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$60.8M
|
+$9.42M
|
+68,795
|
+16%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$41.9M
|
+$9.84M
|
+71,849
|
+27%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$41.4M
|
+$1.63M
|
+11,925
|
+4%
|
|
|
7
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$29.5M
|
+$419K
|
+3,057
|
+1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$26.8M
|
+$6.2M
|
+45,261
|
+27%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.2M
|
+$127K
|
+925
|
+0.5%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$24.2M
|
+$858K
|
+6,268
|
+3%
|
|
|
11
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$23.3M
|
+$728K
|
+5,320
|
+3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.8M
|
+$157K
|
+1,144
|
+0.7%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$20.8M
|
-$337K
|
-2,463
|
-1%
|
|
|
14
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$19.6M
|
-$3.27M
|
-23,875
|
-14%
|
|
|
15
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$19.5M
|
-$1.13M
|
-8,236
|
-5%
|
|
|
16
|
Provident Wealth Management
Brentwood,
Tennessee
|
$16.6M
|
+$3.11M
|
+22,700
|
+20%
|
|
|
17
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$16.3M
|
+$705K
|
+5,149
|
+4%
|
|
|
18
|
Merit Financial Group
Alpharetta,
Georgia
|
$15.8M
|
-$11.9M
|
-86,804
|
-41%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$15.6M
|
+$1.27M
|
+9,312
|
+8%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.8M
|
-$2.77M
|
-20,244
|
-15%
|
|
|
21
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.9M
|
-$279K
|
-2,037
|
-2%
|
|
|
22
|
HM Capital Management
Clayton,
Missouri
|
$11.6M
|
+$234K
|
+1,709
|
+2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
-$959K
|
-7,003
|
-8%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.8M
|
+$4.7M
|
+34,297
|
+120%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.59M
|
+$426K
|
+3,113
|
+5%
|
|
