|
1
|
Bank of America
Charlotte,
North Carolina
|
$371M
|
-$34.7M
|
-178,618
|
-9%
|
|
|
2
|
|
$227M
|
+$5.92M
|
+30,486
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$127M
|
-$84.2K
|
-434
|
-0.1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$119M
|
+$4.29M
|
+22,097
|
+4%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$104M
|
+$80.8M
|
+416,121
|
+389%
|
|
|
6
|
|
$102M
|
+$4.06M
|
+20,917
|
+4%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$76.6M
|
-$2.8M
|
-14,427
|
-4%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$70.9M
|
-$5.37M
|
-27,679
|
-7%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$69M
|
+$2.81M
|
+14,499
|
+4%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$64M
|
+$14.6M
|
+75,327
|
+31%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.8M
|
+$2.19M
|
+11,292
|
+4%
|
|
|
12
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$54.3M
|
+$2M
|
+10,302
|
+4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$47.9M
|
-$1.65M
|
-8,520
|
-3%
|
|
|
14
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$47.4M
|
+$1.87M
|
+9,631
|
+4%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$43.9M
|
-$1.56M
|
-8,037
|
-4%
|
|
|
16
|
Prudential Financial
Newark,
New Jersey
|
$32.7M
|
+$388K
|
+2,000
|
+1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.4M
|
+$938K
|
+4,834
|
+3%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$29.6M
|
-$249K
|
-1,283
|
-0.9%
|
|
|
19
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$29.6M
|
+$67.6K
|
+348
|
+0.2%
|
|
|
20
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$24.7M
|
-$205K
|
-1,054
|
-0.8%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$22.3M
|
-$2.4M
|
-12,350
|
-10%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.2M
|
-$5.71M
|
-29,397
|
-21%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.3M
|
-$9.29M
|
-47,874
|
-31%
|
|
|
24
|
Zhang Financial
Portage,
Michigan
|
$21.1M
|
-$175K
|
-899
|
-0.8%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$19.8M
|
-$982K
|
-5,061
|
-5%
|
|
