|
1
|
|
$142M
|
-$6.03M
|
-128,946
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$139M
|
-$2.31M
|
-49,353
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$101M
|
+$7.72M
|
+165,155
|
+8%
|
|
|
4
|
|
$74.4M
|
-$40.3M
|
-861,189
|
-35%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$67.4M
|
-$1.62M
|
-34,714
|
-2%
|
|
|
6
|
PGIM Custom Harvest
Newark,
New Jersey
|
$64.6M
|
+$65M
|
+1,390,065
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$57.7M
|
+$4.09M
|
+87,581
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$52.1M
|
-$6.16M
|
-131,724
|
-11%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$41.2M
|
+$2.53M
|
+54,157
|
+7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34M
|
+$345K
|
+7,386
|
+1%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$33.7M
|
-$3.22M
|
-68,971
|
-9%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33.7M
|
+$8.59M
|
+183,845
|
+34%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.5M
|
-$1.84M
|
-39,469
|
-5%
|
|
|
14
|
|
$27.3M
|
-$750K
|
-16,044
|
-3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.4M
|
-$4.02M
|
-85,952
|
-16%
|
|
|
16
|
SPC Financial Inc
Rockville,
Maryland
|
$19.1M
|
-$1.89M
|
-40,449
|
-9%
|
|
|
17
|
|
$15.9M
|
+$15.7M
|
+334,912
|
+5,415%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.6M
|
+$2.12M
|
+45,292
|
+16%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$15.6M
|
+$3.68M
|
+78,778
|
+31%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$15M
|
-$273K
|
-5,834
|
-2%
|
|
|
21
|
Park Avenue Securities
New York
|
$14.6M
|
-$1.65M
|
-35,208
|
-10%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$14M
|
-$1.01M
|
-21,531
|
-7%
|
|
|
23
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$13.9M
|
–
|
–
|
–
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$13.8M
|
+$347K
|
+7,429
|
+3%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11.8M
|
+$1.04M
|
+22,206
|
+10%
|
|
