|
1
|
|
$106M
|
+$1.13M
|
+14,773
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$85.9M
|
-$417K
|
-5,432
|
-0.5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$59.5M
|
-$715K
|
-9,316
|
-1%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.7M
|
-$246K
|
-3,204
|
-0.5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$40M
|
+$752K
|
+9,801
|
+2%
|
|
|
6
|
SPC Financial Inc
Rockville,
Maryland
|
$23.1M
|
-$231K
|
-3,011
|
-1%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.7M
|
-$2.39M
|
-31,102
|
-10%
|
|
|
8
|
Bank of New York Mellon
New York
|
$21.1M
|
+$546K
|
+7,114
|
+3%
|
|
|
9
|
Howard Capital Management
Roswell,
Georgia
|
$21.1M
|
-$21.6M
|
-281,053
|
-51%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.1M
|
+$1.19M
|
+15,507
|
+7%
|
|
|
11
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$17.3M
|
+$1.13M
|
+14,672
|
+7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$15.7M
|
-$1.04M
|
-13,516
|
-6%
|
|
|
13
|
PFS Investments
Duluth,
Georgia
|
$13.3M
|
+$1.58M
|
+20,617
|
+14%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$12.3M
|
+$1.46M
|
+19,073
|
+14%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.9M
|
+$2.28M
|
+29,678
|
+24%
|
|
|
16
|
Sage Advisory Services
Austin,
Texas
|
$11.3M
|
-$2.24M
|
-29,152
|
-17%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
-$19M
|
-247,140
|
-64%
|
|
|
18
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$10.6M
|
+$303K
|
+3,948
|
+3%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$9.38M
|
+$842K
|
+10,970
|
+10%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$9.27M
|
+$61.1K
|
+796
|
+0.7%
|
|
|
21
|
PGIM Custom Harvest
Newark,
New Jersey
|
$9.01M
|
+$4.03M
|
+52,527
|
+83%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$8.61M
|
+$785K
|
+10,227
|
+10%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.8M
|
-$133K
|
-1,737
|
-2%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$6.95M
|
+$143K
|
+1,862
|
+2%
|
|
|
25
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$6.6M
|
-$240K
|
-3,130
|
-4%
|
|
