|
1
|
Bank of America
Charlotte,
North Carolina
|
$384M
|
+$37.4M
|
+207,474
|
+11%
|
|
|
2
|
|
$209M
|
+$1.23M
|
+6,816
|
+0.6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$120M
|
+$18.6M
|
+103,072
|
+19%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$108M
|
+$1.76M
|
+9,774
|
+2%
|
|
|
5
|
|
$92.8M
|
+$2.01M
|
+11,135
|
+2%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$75.2M
|
-$832K
|
-4,618
|
-1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$73M
|
+$3.32M
|
+18,426
|
+5%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$71.1M
|
+$741K
|
+4,112
|
+1%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$62.5M
|
-$2.38M
|
-13,232
|
-4%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$57.6M
|
+$2.7M
|
+15,006
|
+5%
|
|
|
11
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$49.4M
|
+$2.34M
|
+13,011
|
+5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$46.9M
|
-$1.79M
|
-9,912
|
-4%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$46.3M
|
-$269K
|
-1,491
|
-0.6%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$43.1M
|
-$522K
|
-2,900
|
-1%
|
|
|
15
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$43.1M
|
-$1.54M
|
-8,533
|
-4%
|
|
|
16
|
|
$37M
|
-$890K
|
-4,939
|
-2%
|
|
|
17
|
Prudential Financial
Newark,
New Jersey
|
$30.5M
|
+$29.1M
|
+161,700
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.8M
|
-$966K
|
-5,361
|
-3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.2M
|
+$646K
|
+3,589
|
+2%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$28.2M
|
+$1.08M
|
+5,979
|
+4%
|
|
|
21
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$27.9M
|
+$580K
|
+3,222
|
+2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.5M
|
-$1.37M
|
-7,628
|
-5%
|
|
|
23
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$23.6M
|
+$522K
|
+2,901
|
+2%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$23.4M
|
-$562K
|
-3,120
|
-2%
|
|
|
25
|
GTS Securities
Miami,
Florida
|
$23.2M
|
+$22.1M
|
+122,893
|
New
|
|
