|
1
|
|
$96.1M
|
+$6.45M
|
+134,503
|
+7%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$66.2M
|
+$1.52M
|
+31,773
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$56.4M
|
-$6.91M
|
-144,060
|
-10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$47.9M
|
+$1.53M
|
+31,900
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$41.7M
|
+$14.7M
|
+305,957
|
+50%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$29.3M
|
+$10.7M
|
+223,516
|
+53%
|
|
|
7
|
|
$28.4M
|
-$115K
|
-2,391
|
-0.4%
|
|
|
8
|
|
$20.7M
|
+$8.69M
|
+181,269
|
+66%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16M
|
-$5.82M
|
-121,343
|
-26%
|
|
|
10
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$13.7M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$13.4M
|
+$4.54M
|
+94,751
|
+48%
|
|
|
12
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$11.2M
|
-$2.24M
|
-46,801
|
-16%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$10.9M
|
+$8.94M
|
+186,465
|
+348%
|
|
|
14
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$10.3M
|
-$426K
|
-8,881
|
-4%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$10.2M
|
+$10.7M
|
+223,922
|
New
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.81M
|
+$198K
|
+4,124
|
+2%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$7.2M
|
-$96.8K
|
-2,019
|
-1%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.72M
|
+$266K
|
+5,542
|
+4%
|
|
|
19
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$6.34M
|
-$277K
|
-5,775
|
-4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.79M
|
-$1.7M
|
-35,559
|
-25%
|
|
|
21
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$3.92M
|
-$351K
|
-7,331
|
-8%
|
|
|
22
|
Hilltop Holdings
Dallas,
Texas
|
$3.46M
|
+$2.46M
|
+51,415
|
+209%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$3.42M
|
+$21.5K
|
+449
|
+0.6%
|
|
|
24
|
KM Capital Management
Austin,
Texas
|
$3.02M
|
+$1.32M
|
+27,501
|
+71%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.63M
|
-$122K
|
-2,542
|
-4%
|
|
