|
1
|
|
$51.3M
|
+$4.36M
|
+72,830
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$43.1M
|
+$10.5M
|
+176,267
|
+30%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$27M
|
+$1.05M
|
+17,478
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.9M
|
-$1.75M
|
-29,301
|
-9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.5M
|
+$6.33M
|
+105,787
|
+57%
|
|
|
6
|
PGIM Custom Harvest
Newark,
New Jersey
|
$13.2M
|
+$13.8M
|
+231,422
|
New
|
|
|
7
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$10.1M
|
+$10.6M
|
+177,014
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$9.13M
|
-$9.46M
|
-158,149
|
-50%
|
|
|
9
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$8.57M
|
+$3.78M
|
+63,209
|
+72%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.02M
|
-$170K
|
-2,844
|
-2%
|
|
|
11
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$7.49M
|
+$99K
|
+1,654
|
+1%
|
|
|
12
|
|
$5.99M
|
-$4.82M
|
-80,552
|
-43%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$5.5M
|
+$73.3K
|
+1,225
|
+1%
|
|
|
14
|
Barclays
London,
United Kingdom
|
$5.24M
|
+$5.5M
|
+91,914
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.84M
|
-$338K
|
-5,651
|
-6%
|
|
|
16
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$4.44M
|
+$236K
|
+3,943
|
+5%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.23M
|
-$427K
|
-7,140
|
-9%
|
|
|
18
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$4.11M
|
+$4.32M
|
+72,156
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.99M
|
-$257K
|
-4,297
|
-6%
|
|
|
20
|
First Citizens Financial Corp
Mason City,
Iowa
|
$3.33M
|
-$10.2K
|
-171
|
-0.3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.03M
|
+$106K
|
+1,770
|
+3%
|
|
|
22
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.55M
|
+$1.96M
|
+32,714
|
+270%
|
|
|
23
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$2.44M
|
-$86.6K
|
-1,448
|
-3%
|
|
|
24
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$2.32M
|
-$53.4K
|
-893
|
-2%
|
|
|
25
|
WESPAC Advisors SoCal
Pasadena,
California
|
$2.26M
|
-$197K
|
-3,290
|
-8%
|
|
