|
1
|
|
$26.9M
|
-$4.28M
|
-69,105
|
-13%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$16.5M
|
-$1.1M
|
-17,772
|
-6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$9M
|
-$326K
|
-5,265
|
-3%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$5.75M
|
-$399K
|
-6,437
|
-6%
|
|
|
5
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.62M
|
-$195K
|
-3,152
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.18M
|
-$29.5K
|
-476
|
-0.6%
|
|
|
7
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$5.09M
|
+$447K
|
+7,208
|
+9%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.79M
|
+$374K
|
+6,040
|
+11%
|
|
|
9
|
Milestones Private Investment Advisors
Fairport,
New York
|
$3.44M
|
+$421K
|
+6,787
|
+14%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.34M
|
+$1.14M
|
+18,351
|
+50%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.2M
|
-$1.4M
|
-22,501
|
-30%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.2M
|
+$1.71M
|
+27,627
|
+110%
|
|
|
13
|
|
$3M
|
+$1.18M
|
+18,974
|
+62%
|
|
|
14
|
|
$2.56M
|
-$113K
|
-1,817
|
-4%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$2M
|
-$499K
|
-8,053
|
-20%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.86M
|
-$69K
|
-1,113
|
-4%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.85M
|
-$547K
|
-8,816
|
-22%
|
|
|
18
|
Grimes & Company
Westborough,
Massachusetts
|
$1.84M
|
+$509K
|
+8,215
|
+37%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.84M
|
+$364K
|
+5,873
|
+24%
|
|
|
20
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.75M
|
-$107K
|
-1,729
|
-6%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.72M
|
+$294K
|
+4,750
|
+20%
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.6M
|
-$40.7K
|
-657
|
-2%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$1.56M
|
-$112K
|
-1,809
|
-7%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.56M
|
+$113K
|
+1,815
|
+8%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.49M
|
+$6.7K
|
+108
|
+0.4%
|
|
