|
1
|
UBS Group
Zurich,
Switzerland
|
$71.5M
|
-$9.1M
|
-187,101
|
-11%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$28M
|
+$2.52M
|
+51,727
|
+10%
|
|
|
3
|
Arvest Investments
Lowell,
Arkansas
|
$24.1M
|
+$1.44M
|
+29,623
|
+6%
|
|
|
4
|
Prudential plc
London, England,
United Kingdom
|
$20.8M
|
+$12.1M
|
+247,767
|
+138%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$20.7M
|
-$4.62M
|
-94,872
|
-18%
|
|
|
6
|
Syon Capital
San Francisco,
California
|
$20M
|
-$5.67M
|
-116,510
|
-22%
|
|
|
7
|
Hancock Whitney
Gulfport,
Mississippi
|
$13.6M
|
-$349K
|
-7,169
|
-2%
|
|
|
8
|
|
$13.2M
|
+$1.18M
|
+24,209
|
+10%
|
|
|
9
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$12.7M
|
+$254K
|
+5,213
|
+2%
|
|
|
10
|
|
$11M
|
-$3.96M
|
-81,305
|
-26%
|
|
|
11
|
Central Bank & Trust
Lexington,
Kentucky
|
$9.44M
|
+$47.3K
|
+972
|
+0.5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$9.21M
|
+$37.8K
|
+777
|
+0.4%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.93M
|
+$470K
|
+9,666
|
+6%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$7.47M
|
-$391K
|
-8,033
|
-5%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$6.7M
|
+$1.22M
|
+25,020
|
+22%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.85M
|
-$2.56M
|
-52,644
|
-30%
|
|
|
17
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$4.82M
|
+$156K
|
+3,197
|
+3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$4.34M
|
-$231K
|
-4,741
|
-5%
|
|
|
19
|
Krilogy Financial
St. Louis,
Missouri
|
$3.55M
|
+$38.5K
|
+791
|
+1%
|
|
|
20
|
Ocean Park Asset Management
Santa Monica,
California
|
$3.08M
|
–
|
–
|
–
|
|
|
21
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.03M
|
-$2.38K
|
-49
|
-0.1%
|
|
|
22
|
Franklin Resources
San Mateo,
California
|
$2.79M
|
+$278K
|
+5,716
|
+11%
|
|
|
23
|
Insight Wealth Partners
Plano,
Texas
|
$2.56M
|
-$884K
|
-18,170
|
-26%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.35M
|
+$33K
|
+678
|
+1%
|
|
|
25
|
TIAA-CREF Individual & Institutional Services
New York
|
$2.15M
|
-$866K
|
-17,804
|
-29%
|
|
