|
1
|
Bank of America
Charlotte,
North Carolina
|
$349M
|
-$31.4M
|
-163,698
|
-8%
|
|
|
2
|
|
$195M
|
+$10.8M
|
+56,333
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$107M
|
+$13.4M
|
+69,733
|
+14%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$98.9M
|
+$404K
|
+2,105
|
+0.4%
|
|
|
5
|
|
$88.6M
|
+$344K
|
+1,794
|
+0.4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$76.8M
|
+$729K
|
+3,803
|
+0.9%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$76.7M
|
-$695K
|
-3,625
|
-0.9%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$62.9M
|
+$14.6M
|
+75,886
|
+29%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$56.9M
|
+$2.08M
|
+10,859
|
+4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$48.1M
|
-$1.29M
|
-6,748
|
-3%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.1M
|
+$3.78M
|
+19,696
|
+9%
|
|
|
12
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$45.5M
|
-$190K
|
-990
|
-0.4%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$44.2M
|
-$283K
|
-1,475
|
-0.6%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$43.8M
|
+$45.6M
|
+237,621
|
New
|
|
|
15
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$42.8M
|
-$1.45M
|
-7,540
|
-3%
|
|
|
16
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$32.9M
|
+$12.7M
|
+66,174
|
+141%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.2M
|
-$2.67M
|
-13,943
|
-8%
|
|
|
18
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$27.8M
|
-$1.05M
|
-5,464
|
-3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.8M
|
+$1.1M
|
+5,745
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.3M
|
-$9.3M
|
-48,488
|
-25%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$26.8M
|
+$1.5M
|
+7,830
|
+6%
|
|
|
22
|
|
$26.7M
|
+$4.24M
|
+22,085
|
+18%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$26.5M
|
-$1.15M
|
-6,008
|
-4%
|
|
|
24
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$25.6M
|
+$283K
|
+1,473
|
+1%
|
|
|
25
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$22.5M
|
-$2.39M
|
-12,438
|
-9%
|
|
