|
1
|
|
$109M
|
+$537K
|
+11,634
|
+0.5%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$68.6M
|
-$330K
|
-7,149
|
-0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$67.2M
|
+$978K
|
+21,196
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$45.9M
|
-$1.39M
|
-30,186
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$31M
|
-$1.03M
|
-22,331
|
-3%
|
|
|
6
|
|
$29.6M
|
+$2.9M
|
+62,825
|
+11%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23M
|
-$4.11M
|
-89,040
|
-15%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$19.8M
|
-$1.65M
|
-35,873
|
-8%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.7M
|
+$4.57M
|
+98,971
|
+36%
|
|
|
10
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$14.2M
|
–
|
–
|
–
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.3M
|
-$1.96M
|
-42,493
|
-14%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.53M
|
-$1.32M
|
-28,567
|
-12%
|
|
|
13
|
Bellwether Advisors
Lincoln,
Nebraska
|
$9.17M
|
+$8.92M
|
+193,319
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$8.26M
|
-$841K
|
-18,234
|
-9%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.06M
|
+$593K
|
+12,864
|
+8%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$6.96M
|
+$263K
|
+5,709
|
+4%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.95M
|
+$570K
|
+12,359
|
+9%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$6.88M
|
-$478K
|
-10,364
|
-7%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.39M
|
+$475K
|
+10,305
|
+8%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.25M
|
+$2.17M
|
+47,115
|
+56%
|
|
|
21
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.69M
|
+$319K
|
+6,925
|
+6%
|
|
|
22
|
BNP Paribas Financial Markets
Paris,
France
|
$5.41M
|
+$4.08M
|
+88,545
|
+348%
|
|
|
23
|
|
$5.28M
|
-$1.05M
|
-22,726
|
-17%
|
|
|
24
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$5.16M
|
-$238K
|
-5,160
|
-5%
|
|
|
25
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$5.04M
|
+$4.87M
|
+105,487
|
New
|
|
