|
1
|
Bank of America
Charlotte,
North Carolina
|
$380M
|
+$5.32M
|
+25,441
|
+1%
|
|
|
2
|
|
$239M
|
+$9.13M
|
+43,628
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$139M
|
+$3.76M
|
+17,967
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$121M
|
+$134K
|
+639
|
+0.1%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$105M
|
+$1.46M
|
+6,963
|
+1%
|
|
|
6
|
|
$96.5M
|
-$21.4M
|
-102,118
|
-17%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$89.3M
|
+$15.5M
|
+74,118
|
+20%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$76.3M
|
+$3.07M
|
+14,647
|
+4%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$62.2M
|
-$13.5M
|
-64,663
|
-17%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$61.2M
|
-$4.55M
|
-21,758
|
-7%
|
|
|
11
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$57.5M
|
+$1.64M
|
+7,833
|
+3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$55.1M
|
-$975K
|
-4,657
|
-2%
|
|
|
13
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$50M
|
+$1.41M
|
+6,734
|
+3%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$38.2M
|
-$6.23M
|
-29,783
|
-14%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$33M
|
-$481K
|
-2,299
|
-1%
|
|
|
16
|
Prudential Financial
Newark,
New Jersey
|
$32.6M
|
-$343K
|
-1,640
|
-1%
|
|
|
17
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$31.1M
|
+$841K
|
+4,018
|
+3%
|
|
|
18
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$25M
|
-$46.7K
|
-223
|
-0.2%
|
|
|
19
|
Zhang Financial
Portage,
Michigan
|
$22M
|
+$934K
|
+4,462
|
+4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.6M
|
+$3.35M
|
+16,004
|
+18%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.4M
|
-$8.18M
|
-39,098
|
-27%
|
|
|
22
|
Pathstone Holdings
Englewood,
New Jersey
|
$20M
|
-$30.7M
|
-146,701
|
-60%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$18.2M
|
-$2.57M
|
-12,300
|
-12%
|
|
|
24
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$17.5M
|
+$18M
|
+85,908
|
New
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$17.1M
|
-$2.88M
|
-13,764
|
-14%
|
|
