|
1
|
Bank of America
Charlotte,
North Carolina
|
$377M
|
-$3.5M
|
-17,283
|
-0.9%
|
|
|
2
|
|
$231M
|
-$1.92M
|
-9,478
|
-0.8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$136M
|
+$5.58M
|
+27,553
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$121M
|
-$893K
|
-4,408
|
-0.7%
|
|
|
5
|
|
$120M
|
+$14.4M
|
+71,121
|
+14%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$104M
|
-$3.16M
|
-15,624
|
-3%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$75.8M
|
-$2.88M
|
-14,244
|
-4%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$74.6M
|
+$8.74M
|
+43,165
|
+13%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$73.7M
|
+$921K
|
+4,549
|
+1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$66M
|
+$1.19M
|
+5,853
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$56.3M
|
+$7.05M
|
+34,799
|
+14%
|
|
|
12
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$56.2M
|
+$389K
|
+1,920
|
+0.7%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$50.2M
|
-$20.4M
|
-100,743
|
-29%
|
|
|
14
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$48.9M
|
+$178K
|
+878
|
+0.4%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$44.5M
|
-$590K
|
-2,916
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.7M
|
+$339K
|
+1,675
|
+1%
|
|
|
17
|
Prudential Financial
Newark,
New Jersey
|
$33.4M
|
-$425K
|
-2,100
|
-1%
|
|
|
18
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$30.4M
|
+$37.3K
|
+184
|
+0.1%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$29.6M
|
-$837K
|
-4,132
|
-3%
|
|
|
20
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$25.1M
|
-$267K
|
-1,321
|
-1%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.9M
|
+$158K
|
+780
|
+0.7%
|
|
|
22
|
Zhang Financial
Portage,
Michigan
|
$21.2M
|
-$500K
|
-2,469
|
-2%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$20.8M
|
-$2.09M
|
-10,335
|
-9%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$20M
|
-$379K
|
-1,872
|
-2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.9M
|
-$1.94M
|
-9,587
|
-9%
|
|
