|
1
|
|
$100M
|
-$34.7M
|
-767,334
|
-25%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$81.3M
|
-$14M
|
-309,638
|
-14%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$64M
|
+$3.34M
|
+73,853
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$53.2M
|
-$10.6M
|
-233,386
|
-16%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$52.2M
|
+$3.29M
|
+72,698
|
+6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32M
|
-$72K
|
-1,591
|
-0.2%
|
|
|
7
|
|
$27M
|
+$1.39M
|
+30,655
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$21.5M
|
-$33.9M
|
-749,355
|
-60%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$19.4M
|
-$12.8M
|
-281,828
|
-39%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.5M
|
-$21M
|
-463,508
|
-52%
|
|
|
11
|
SPC Financial Inc
Rockville,
Maryland
|
$17.9M
|
-$96K
|
-2,121
|
-0.5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
-$117M
|
-2,585,079
|
-87%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.8M
|
-$2.42M
|
-53,558
|
-12%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$13.2M
|
-$920K
|
-20,329
|
-6%
|
|
|
15
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$13.1M
|
–
|
–
|
–
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$12.7M
|
+$1.63M
|
+35,952
|
+14%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.9M
|
-$20.5M
|
-453,777
|
-63%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$11.3M
|
+$3.92M
|
+86,736
|
+51%
|
|
|
19
|
Prospera Financial Services
Dallas,
Texas
|
$9.19M
|
+$196K
|
+4,335
|
+2%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$9.09M
|
-$4.07M
|
-89,932
|
-30%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.42M
|
-$6.47M
|
-142,882
|
-43%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$7.41M
|
-$5.92M
|
-130,831
|
-44%
|
|
|
23
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$7.4M
|
+$104K
|
+2,300
|
+1%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$6.26M
|
-$8.69M
|
-192,147
|
-57%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$5.98M
|
-$338K
|
-7,474
|
-5%
|
|
