|
1
|
Bank of America
Charlotte,
North Carolina
|
$337M
|
-$11.6M
|
-62,068
|
-3%
|
|
|
2
|
|
$203M
|
+$8.1M
|
+43,281
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$104M
|
-$2.5M
|
-13,335
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$98.2M
|
-$523K
|
-2,796
|
-0.5%
|
|
|
5
|
|
$88.5M
|
+$33.7K
|
+180
|
+0%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$74.3M
|
-$2.31M
|
-12,360
|
-3%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$68.7M
|
+$6.01M
|
+32,134
|
+9%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$67.2M
|
-$9.66M
|
-51,609
|
-12%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$64M
|
+$6.76M
|
+36,154
|
+12%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$53.4M
|
+$7.47M
|
+39,900
|
+16%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$47.6M
|
-$385K
|
-2,058
|
-0.8%
|
|
|
12
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$45.8M
|
+$401K
|
+2,142
|
+0.9%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$45.5M
|
+$1.74M
|
+9,314
|
+4%
|
|
|
14
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$43.6M
|
+$856K
|
+4,575
|
+2%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$42.6M
|
-$1.62M
|
-8,645
|
-4%
|
|
|
16
|
|
$37M
|
+$10.5M
|
+56,052
|
+39%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.1M
|
+$2.81M
|
+15,004
|
+10%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.8M
|
+$26.9K
|
+144
|
+0.1%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$27.3M
|
-$845K
|
-4,516
|
-3%
|
|
|
20
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$26.7M
|
+$1.17M
|
+6,228
|
+4%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$26.5M
|
+$64.2K
|
+343
|
+0.2%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$23.5M
|
-$3.34M
|
-17,868
|
-12%
|
|
|
23
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$22.5M
|
+$16.1K
|
+86
|
+0.1%
|
|
|
24
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$21.5M
|
-$6.38M
|
-34,123
|
-23%
|
|
|
25
|
Zhang Financial
Portage,
Michigan
|
$20.1M
|
-$320K
|
-1,709
|
-2%
|
|
