|
1
|
Bank of America
Charlotte,
North Carolina
|
$83.6M
|
+$1.43M
|
+35,457
|
+2%
|
|
|
2
|
|
$62.6M
|
-$2.46M
|
-61,034
|
-4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$28M
|
-$2.63M
|
-65,247
|
-8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.1M
|
-$1.87M
|
-46,344
|
-7%
|
|
|
5
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$19M
|
+$2.01M
|
+49,714
|
+11%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$18M
|
-$1.67M
|
-41,366
|
-8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.7M
|
-$1.11M
|
-27,465
|
-6%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.1M
|
-$22.2K
|
-550
|
-0.2%
|
|
|
9
|
|
$12.5M
|
-$759K
|
-18,810
|
-6%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$9.99M
|
+$293K
|
+7,275
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.03M
|
-$89.4K
|
-2,215
|
-1%
|
|
|
12
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$6.63M
|
-$143K
|
-3,546
|
-2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$5.65M
|
-$453K
|
-11,221
|
-7%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.79M
|
-$281K
|
-6,971
|
-5%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.6M
|
-$32.3K
|
-800
|
-0.7%
|
|
|
16
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$4.48M
|
+$285K
|
+7,060
|
+7%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$4.47M
|
+$282K
|
+6,998
|
+7%
|
|
|
18
|
Principal Financial Group
Des Moines,
Iowa
|
$4.46M
|
+$4.6M
|
+113,925
|
New
|
|
|
19
|
Well Done LLC
Holland,
Michigan
|
$4.05M
|
+$171K
|
+4,247
|
+4%
|
|
|
20
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$3.97M
|
-$83.2K
|
-2,063
|
-2%
|
|
|
21
|
One Capital Management
Westlake Village,
California
|
$3.94M
|
-$137K
|
-3,401
|
-3%
|
|
|
22
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$3.86M
|
-$619K
|
-15,346
|
-13%
|
|
|
23
|
Great Lakes Retirement
Sandusky,
Ohio
|
$3.77M
|
-$1.22M
|
-30,200
|
-24%
|
|
|
24
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$3.75M
|
+$1.94M
|
+48,007
|
+101%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$3.5M
|
-$57.1K
|
-1,415
|
-2%
|
|
