|
1
|
Trilogy Capital
Irvine,
California
|
$21.5M
|
+$1.55M
|
+37,647
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
-$1.2M
|
-29,315
|
-10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$9.78M
|
-$64.2K
|
-1,563
|
-0.6%
|
|
|
4
|
Brookstone Capital Management
Wheaton,
Illinois
|
$9.55M
|
-$1.84M
|
-44,649
|
-15%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$9.48M
|
-$3.14M
|
-76,343
|
-24%
|
|
|
6
|
Huntington National Bank
Columbus,
Ohio
|
$9.25M
|
–
|
–
|
–
|
|
|
7
|
|
$8.28M
|
-$585K
|
-14,236
|
-6%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.15M
|
-$1.3M
|
-31,739
|
-15%
|
|
|
9
|
Armbruster Capital Management
Pittsford,
New York
|
$6.98M
|
-$348K
|
-8,470
|
-5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$6.64M
|
+$326K
|
+7,933
|
+5%
|
|
|
11
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$4.47M
|
+$4.66M
|
+113,378
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.68M
|
-$1.58M
|
-38,337
|
-29%
|
|
|
13
|
Well Done LLC
Holland,
Michigan
|
$3.59M
|
-$180K
|
-4,383
|
-5%
|
|
|
14
|
ProVise Management Group
Clearwater,
Florida
|
$3.18M
|
+$409K
|
+9,943
|
+14%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.94M
|
+$1.5M
|
+36,581
|
+96%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.88M
|
-$6.12M
|
-148,885
|
-67%
|
|
|
17
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$2.84M
|
+$2.96M
|
+71,955
|
New
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$2.6M
|
-$547K
|
-13,306
|
-17%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.57M
|
+$1.82M
|
+44,239
|
+210%
|
|
|
20
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$2.48M
|
+$96.6K
|
+2,351
|
+4%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.32M
|
+$53.5K
|
+1,301
|
+2%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$2.2M
|
+$77.5K
|
+1,886
|
+4%
|
|
|
23
|
Laidlaw Wealth Management
New York City,
New York
|
$1.95M
|
-$375K
|
-9,134
|
-16%
|
|
|
24
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.89M
|
-$761K
|
-18,512
|
-28%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.77M
|
+$83.2K
|
+2,025
|
+5%
|
|
