|
1
|
LPL Financial
San Diego,
California
|
$42.6M
|
-$7.18M
|
-58,296
|
-15%
|
|
|
2
|
Clal Insurance
Tel-Aviv,
Israel
|
$31.1M
|
-$162M
|
-1,315,230
|
-85%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$21.7M
|
-$8.48M
|
-68,848
|
-29%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.5M
|
+$636K
|
+5,161
|
+4%
|
|
|
5
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$14.5M
|
-$5.89M
|
-47,853
|
-30%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
+$2.48M
|
+20,176
|
+30%
|
|
|
7
|
|
$10M
|
-$13.4M
|
-109,190
|
-59%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.22M
|
+$3.57M
|
+28,993
|
+69%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$8.54M
|
+$8.11M
|
+65,887
|
New
|
|
|
10
|
Destiny Wealth Partners
Tavares,
Florida
|
$8.18M
|
+$1.35M
|
+10,945
|
+21%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.17M
|
+$29.7K
|
+241
|
+0.4%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.88M
|
+$47.7K
|
+387
|
+0.6%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$7.26M
|
-$2.4M
|
-19,484
|
-26%
|
|
|
14
|
Personal CFO Solutions
Chester,
New Jersey
|
$7.14M
|
+$14.9K
|
+121
|
+0.2%
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$6.75M
|
+$44.1K
|
+358
|
+0.7%
|
|
|
16
|
|
$6.64M
|
-$187K
|
-1,518
|
-3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.3M
|
+$108K
|
+876
|
+2%
|
|
|
18
|
Employees Retirement System of Texas
Austin,
Texas
|
$5.97M
|
–
|
–
|
–
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$5.68M
|
-$2.74M
|
-22,239
|
-34%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$5.3M
|
-$231K
|
-1,873
|
-4%
|
|
|
21
|
Cavalier Investments
Alpharetta,
Georgia
|
$5.29M
|
-$2.35M
|
-19,087
|
-32%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$5.18M
|
-$207K
|
-1,682
|
-4%
|
|
|
23
|
Trilogy Capital
Irvine,
California
|
$4.56M
|
+$4.38M
|
+35,553
|
New
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$4.43M
|
+$4.21M
|
+34,197
|
New
|
|
|
25
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$4.4M
|
–
|
–
|
–
|
|
