|
1
|
Bank of America
Charlotte,
North Carolina
|
$322M
|
+$22M
|
+128,150
|
+8%
|
|
|
2
|
|
$177M
|
+$12.1M
|
+70,597
|
+8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$103M
|
+$4.57M
|
+26,569
|
+5%
|
|
|
4
|
|
$91.9M
|
-$2.9M
|
-16,883
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$90.9M
|
+$1.04M
|
+6,039
|
+1%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$69.8M
|
-$219K
|
-1,272
|
-0.3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$66.6M
|
+$2.74M
|
+15,935
|
+5%
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$47.3M
|
+$9.58M
|
+55,776
|
+27%
|
|
|
9
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$43M
|
+$862K
|
+5,014
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$42.9M
|
-$898K
|
-5,228
|
-2%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$41.7M
|
-$2.25M
|
-13,122
|
-5%
|
|
|
12
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$36.2M
|
-$425K
|
-2,474
|
-1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$36M
|
+$6.19K
|
+36
|
+0%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$34.5M
|
+$4.79M
|
+27,879
|
+17%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$29.8M
|
+$18.3M
|
+106,520
|
+182%
|
|
|
16
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$29.3M
|
-$455K
|
-2,646
|
-2%
|
|
|
17
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$29.1M
|
-$311K
|
-1,808
|
-1%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.6M
|
+$23M
|
+134,108
|
+712%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.6M
|
+$154K
|
+898
|
+0.6%
|
|
|
20
|
|
$27.4M
|
-$2.77M
|
-16,129
|
-10%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.6M
|
+$1.74M
|
+10,131
|
+8%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25.6M
|
+$1.71M
|
+9,979
|
+8%
|
|
|
23
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$24.9M
|
-$743K
|
-4,325
|
-3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24M
|
+$4.33M
|
+25,193
|
+23%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$22.9M
|
-$4.39M
|
-25,568
|
-17%
|
|
