|
1
|
|
$70.6M
|
-$64.8M
|
-831,348
|
-49%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$57.4M
|
-$940K
|
-12,062
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$40.7M
|
+$1.36M
|
+17,423
|
+4%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$32.6M
|
-$1.44M
|
-18,509
|
-4%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$32.4M
|
+$30.8M
|
+395,056
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$23.4M
|
-$301K
|
-3,855
|
-1%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.9M
|
+$3.43M
|
+44,003
|
+32%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.4M
|
+$557K
|
+7,148
|
+4%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.6M
|
-$83.3K
|
-1,069
|
-0.8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$11.3M
|
-$2.3M
|
-29,463
|
-18%
|
|
|
11
|
Prospera Financial Services
Dallas,
Texas
|
$8.9M
|
+$8.46M
|
+108,526
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.58M
|
+$293K
|
+3,758
|
+4%
|
|
|
13
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$6.76M
|
+$1.4M
|
+18,002
|
+28%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$6.62M
|
-$1.28M
|
-16,439
|
-17%
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$6.58M
|
+$2.29M
|
+29,399
|
+58%
|
|
|
16
|
|
$6.51M
|
+$6.19M
|
+79,383
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.85M
|
+$22.8K
|
+292
|
+0.4%
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.43M
|
+$2.01M
|
+25,824
|
+64%
|
|
|
19
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$5.4M
|
+$870K
|
+11,165
|
+20%
|
|
|
20
|
|
$5.17M
|
-$2.52M
|
-32,261
|
-34%
|
|
|
21
|
|
$5.09M
|
+$2.08M
|
+26,721
|
+75%
|
|
|
22
|
First Citizens Financial Corp
Mason City,
Iowa
|
$5.02M
|
+$72.8K
|
+934
|
+2%
|
|
|
23
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$5M
|
-$427K
|
-5,475
|
-8%
|
|
|
24
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.86M
|
+$112K
|
+1,443
|
+2%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.79M
|
+$376K
|
+4,818
|
+9%
|
|
