|
1
|
Bank of America
Charlotte,
North Carolina
|
$206M
|
-$19M
|
-130,064
|
-8%
|
|
|
2
|
|
$109M
|
+$1.4M
|
+9,593
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$82.7M
|
+$4.87M
|
+33,396
|
+6%
|
|
|
4
|
|
$81.5M
|
-$18.4M
|
-126,329
|
-19%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$51.2M
|
-$495K
|
-3,391
|
-1%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$48.1M
|
+$6.15M
|
+42,149
|
+15%
|
|
|
7
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$34.7M
|
-$242K
|
-1,661
|
-0.7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$34.5M
|
-$15.5M
|
-106,041
|
-31%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$30.2M
|
+$78.4K
|
+537
|
+0.3%
|
|
|
10
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$29M
|
+$255K
|
+1,744
|
+0.9%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$28.6M
|
-$112K
|
-768
|
-0.4%
|
|
|
12
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$27.5M
|
-$191K
|
-1,310
|
-0.7%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.7M
|
-$2.17M
|
-14,838
|
-8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.3M
|
-$6.87M
|
-47,066
|
-21%
|
|
|
15
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$24M
|
+$4.43M
|
+30,379
|
+23%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$22.2M
|
-$196K
|
-1,342
|
-0.9%
|
|
|
17
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$20.5M
|
+$1.64M
|
+11,244
|
+9%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$19.6M
|
+$1,000K
|
+6,849
|
+5%
|
|
|
19
|
Provident Wealth Management
Brentwood,
Tennessee
|
$18.4M
|
-$320K
|
-2,191
|
-2%
|
|
|
20
|
Merit Financial Group
Alpharetta,
Georgia
|
$15.7M
|
-$517K
|
-3,544
|
-3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.8M
|
+$656K
|
+4,493
|
+5%
|
|
|
22
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$13.7M
|
+$715K
|
+4,900
|
+11%
|
|
|
23
|
Lutz Financial Services
Omaha,
Nebraska
|
$13.5M
|
-$367K
|
-2,513
|
-3%
|
|
|
24
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$13.3M
|
-$9.78M
|
-67,020
|
-43%
|
|
|
25
|
CIBC World Markets
New York
|
$13.1M
|
–
|
–
|
–
|
|
