|
1
|
Bank of America
Charlotte,
North Carolina
|
$326M
|
+$13M
|
+73,666
|
+4%
|
|
|
2
|
|
$174M
|
+$1.25M
|
+7,099
|
+0.7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$96.4M
|
-$3.82M
|
-21,646
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$88.2M
|
-$319K
|
-1,807
|
-0.4%
|
|
|
5
|
|
$87.6M
|
-$1.85M
|
-10,483
|
-2%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$71.5M
|
+$3.43M
|
+19,473
|
+5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$68.7M
|
+$3.89M
|
+22,097
|
+6%
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$50M
|
+$4M
|
+22,667
|
+9%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$44.8M
|
+$4.26M
|
+24,168
|
+10%
|
|
|
10
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$42.2M
|
+$363K
|
+2,061
|
+0.9%
|
|
|
11
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$40.5M
|
+$5.25M
|
+29,794
|
+15%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$37.4M
|
-$4.43M
|
-25,141
|
-11%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$37.1M
|
+$8.14M
|
+46,195
|
+28%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.1M
|
+$980K
|
+5,557
|
+3%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$35.4M
|
+$1.77M
|
+10,031
|
+5%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.2M
|
+$3.38M
|
+19,202
|
+13%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.3M
|
+$2.46M
|
+13,972
|
+9%
|
|
|
18
|
|
$28.3M
|
+$1.68M
|
+9,528
|
+6%
|
|
|
19
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$28.3M
|
-$86K
|
-488
|
-0.3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.9M
|
+$2.98M
|
+16,908
|
+12%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$27.7M
|
+$2.75M
|
+15,585
|
+11%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.9M
|
+$1.52M
|
+8,620
|
+6%
|
|
|
23
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$24.4M
|
-$4.14M
|
-23,474
|
-14%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$24.3M
|
+$2.02M
|
+11,484
|
+9%
|
|
|
25
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$24M
|
-$189K
|
-1,070
|
-0.8%
|
|
