|
1
|
|
$130M
|
-$13.4M
|
-239,475
|
-9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
+$2.37M
|
+42,390
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$106M
|
-$7.15M
|
-127,980
|
-6%
|
|
|
4
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$102M
|
+$102M
|
+1,821,255
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$78.3M
|
-$2.21M
|
-39,525
|
-3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.9M
|
-$6.14M
|
-109,815
|
-9%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$59.7M
|
+$30.2M
|
+541,225
|
+96%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$57.8M
|
-$4.84M
|
-86,540
|
-7%
|
|
|
9
|
|
$48.5M
|
-$109K
|
-1,950
|
-0.2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.2M
|
-$4.57M
|
-81,720
|
-8%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.3M
|
+$2.54M
|
+45,405
|
+7%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28M
|
+$8.25M
|
+147,575
|
+40%
|
|
|
13
|
|
$27.9M
|
-$2.48M
|
-44,315
|
-8%
|
|
|
14
|
PGIM Custom Harvest
Newark,
New Jersey
|
$27.6M
|
+$6.35M
|
+113,565
|
+29%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.5M
|
+$791K
|
+14,155
|
+3%
|
|
|
16
|
Bellwether Advisors
Lincoln,
Nebraska
|
$25.7M
|
+$26.5M
|
+474,900
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24M
|
+$91.7K
|
+1,640
|
+0.4%
|
|
|
18
|
Oakworth Capital
Birmingham,
Alabama
|
$21.3M
|
-$844K
|
-15,095
|
-4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$19.3M
|
-$5.01M
|
-89,665
|
-20%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$16.8M
|
-$3.05M
|
-54,485
|
-15%
|
|
|
21
|
Consolidated Capital Management
Burbank,
California
|
$11.5M
|
-$177K
|
-3,170
|
-1%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$11.5M
|
+$118K
|
+2,110
|
+1%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$11.3M
|
+$8.24M
|
+147,425
|
+240%
|
|
|
24
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$11.1M
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.9M
|
-$2.07M
|
-37,105
|
-16%
|
|
