|
1
|
Bank of America
Charlotte,
North Carolina
|
$119M
|
+$2.28M
|
+60,276
|
+2%
|
|
|
2
|
|
$107M
|
-$2.31M
|
-61,130
|
-2%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$55.5M
|
-$6.9M
|
-182,348
|
-11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$38.4M
|
+$1.46M
|
+38,587
|
+4%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$35.1M
|
+$1.5M
|
+39,508
|
+5%
|
|
|
6
|
Marotta Asset Management
Charlottesville,
Virginia
|
$34.9M
|
+$880K
|
+23,256
|
+3%
|
|
|
7
|
Flaharty Asset Management
Clearwater,
Florida
|
$29.6M
|
-$1.01M
|
-26,643
|
-3%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$28.1M
|
-$363K
|
-9,599
|
-1%
|
|
|
9
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$28M
|
-$450K
|
-11,884
|
-2%
|
|
|
10
|
Penserra Capital Management
Orinda,
California
|
$25.8M
|
-$28.3M
|
-747,268
|
-53%
|
|
|
11
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$25.6M
|
+$49.6K
|
+1,310
|
+0.2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.5M
|
-$7.12M
|
-188,052
|
-26%
|
|
|
13
|
Prism Advisors
Studio City,
California
|
$19.3M
|
-$953K
|
-25,172
|
-5%
|
|
|
14
|
ALPS Advisors
Denver,
Colorado
|
$15.5M
|
-$282K
|
-7,450
|
-2%
|
|
|
15
|
Savvy Advisors Inc
New York
|
$15M
|
+$3.69M
|
+97,456
|
+33%
|
|
|
16
|
Syon Capital
San Francisco,
California
|
$13.2M
|
-$47.4K
|
-1,251
|
-0.4%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$12.5M
|
+$775K
|
+20,466
|
+7%
|
|
|
18
|
Planning Alternatives
Birmingham,
Michigan
|
$12.4M
|
-$191K
|
-5,059
|
-2%
|
|
|
19
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$12.3M
|
-$3.27M
|
-86,283
|
-21%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
-$4.95M
|
-130,708
|
-30%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
+$7.13M
|
+188,444
|
+244%
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$10.1M
|
-$1.22M
|
-32,264
|
-11%
|
|
|
23
|
Pine Valley Investments
Marlton,
New Jersey
|
$8.63M
|
+$173K
|
+4,559
|
+2%
|
|
|
24
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$8.35M
|
-$485K
|
-12,810
|
-6%
|
|
|
25
|
Capital Performance Advisors
Walnut Creek,
California
|
$7.89M
|
+$7.78M
|
+205,605
|
New
|
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