|
1
|
Bank of America
Charlotte,
North Carolina
|
$225M
|
-$8.47M
|
-54,246
|
-3%
|
|
|
2
|
|
$123M
|
+$7.54M
|
+48,293
|
+6%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$120M
|
+$98.8M
|
+632,555
|
+6,478%
|
|
|
4
|
|
$79.9M
|
-$1.46M
|
-9,327
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$71.5M
|
-$2.45M
|
-15,671
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$52.7M
|
+$2.6M
|
+16,616
|
+5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$48.2M
|
+$5.71M
|
+36,542
|
+13%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$37.1M
|
-$1.55M
|
-9,930
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$36.3M
|
+$410K
|
+2,625
|
+1%
|
|
|
10
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$34.7M
|
-$554K
|
-3,550
|
-1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.7M
|
+$4.03M
|
+25,780
|
+14%
|
|
|
12
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$29.9M
|
-$76.2K
|
-488
|
-0.2%
|
|
|
13
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$28.7M
|
–
|
–
|
–
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$27.6M
|
-$767K
|
-4,908
|
-3%
|
|
|
15
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$26.3M
|
+$5.67M
|
+36,300
|
+26%
|
|
|
16
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$25.1M
|
-$145K
|
-929
|
-0.5%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$23.4M
|
-$4.23M
|
-27,079
|
-15%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.9M
|
+$1.35M
|
+8,651
|
+6%
|
|
|
19
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$20.9M
|
-$338K
|
-2,165
|
-2%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$20.4M
|
+$36.2K
|
+232
|
+0.2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.9M
|
+$659K
|
+4,219
|
+3%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.2M
|
+$4.57M
|
+29,256
|
+31%
|
|
|
23
|
Provident Wealth Management
Brentwood,
Tennessee
|
$18.1M
|
+$42.3K
|
+271
|
+0.2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.3M
|
+$1.16M
|
+7,445
|
+8%
|
|
|
25
|
Merit Financial Group
Alpharetta,
Georgia
|
$14.3M
|
-$300K
|
-1,919
|
-2%
|
|
