|
1
|
Bank of America
Charlotte,
North Carolina
|
$278M
|
+$22.1M
|
+142,264
|
+9%
|
|
|
2
|
|
$153M
|
+$13.2M
|
+84,684
|
+10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$91.3M
|
+$9.76M
|
+62,786
|
+13%
|
|
|
4
|
|
$88.3M
|
-$1.73M
|
-11,157
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$83.6M
|
+$22.2M
|
+143,000
|
+40%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$65.2M
|
-$39.5M
|
-254,026
|
-40%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$59.3M
|
+$4.54M
|
+29,209
|
+9%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$41M
|
-$831K
|
-5,350
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$40.8M
|
-$193K
|
-1,245
|
-0.5%
|
|
|
10
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$39.2M
|
-$55.2K
|
-355
|
-0.2%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$34.6M
|
+$32M
|
+206,123
|
New
|
|
|
12
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$34.1M
|
+$320K
|
+2,062
|
+1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.5M
|
-$2.06M
|
-13,252
|
-6%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$29.7M
|
-$1.53M
|
-9,869
|
-5%
|
|
|
15
|
|
$28.2M
|
+$12.1M
|
+77,838
|
+87%
|
|
|
16
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$27.7M
|
-$556K
|
-3,579
|
-2%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$27.4M
|
+$25M
|
+160,821
|
+6,698%
|
|
|
18
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$26.7M
|
-$2.84M
|
-18,300
|
-10%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$25.6M
|
-$795K
|
-5,113
|
-3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.5M
|
+$2.8M
|
+18,024
|
+13%
|
|
|
21
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$24.3M
|
-$3.26M
|
-20,984
|
-11%
|
|
|
22
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$23.9M
|
+$288K
|
+1,853
|
+1%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$22.8M
|
-$197K
|
-1,266
|
-0.9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.2M
|
-$3.47M
|
-22,347
|
-14%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.2M
|
+$1.46M
|
+9,396
|
+8%
|
|
