|
1
|
|
$59.4M
|
-$3.67M
|
-55,955
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$50.6M
|
+$8.34M
|
+127,116
|
+22%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$32.1M
|
+$2.74M
|
+41,813
|
+10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$20.7M
|
-$43K
|
-655
|
-0.2%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$15.5M
|
+$737K
|
+11,223
|
+5%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.4M
|
-$361K
|
-5,499
|
-3%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.7M
|
+$714K
|
+10,887
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$9.93M
|
-$219K
|
-3,336
|
-2%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.19M
|
+$8.48M
|
+129,160
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.08M
|
+$2.72M
|
+41,431
|
+71%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$6.41M
|
-$168K
|
-2,557
|
-3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.03M
|
+$330K
|
+5,029
|
+6%
|
|
|
13
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$5.92M
|
-$3.49M
|
-53,229
|
-39%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.12M
|
+$374K
|
+5,703
|
+9%
|
|
|
15
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$4.95M
|
-$453K
|
-6,900
|
-9%
|
|
|
16
|
First Citizens Financial Corp
Mason City,
Iowa
|
$4.63M
|
+$4.27M
|
+65,107
|
New
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.28M
|
-$235K
|
-3,587
|
-6%
|
|
|
18
|
|
$4.03M
|
-$2.35M
|
-35,777
|
-39%
|
|
|
19
|
Synergy Asset Management
Vancouver,
Washington
|
$3.62M
|
+$3.34M
|
+50,865
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.04M
|
+$2.54M
|
+38,720
|
+957%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$3.04M
|
+$2.8M
|
+42,736
|
New
|
|
|
22
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$2.65M
|
-$131K
|
-2,003
|
-5%
|
|
|
23
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$2.6M
|
-$328
|
-5
|
-0%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$2.56M
|
+$980K
|
+14,931
|
+71%
|
|
|
25
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$2.54M
|
-$136K
|
-2,079
|
-5%
|
|
